# Castle Capital

Castle Capital is a Private Equity based in San Diego, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** castleadvisorsgroup.com
- **LinkedIn:** https://www.linkedin.com/company/castlecap

## Regulatory record

- **CRD number:** 158079
- **SEC file number:** 801-72923
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158079

## About

What is planned, developed & sold, is direct reflection of the high standard of excellence associated with our name. | REAL ESTATE INVESTMENT CONSIDERATIONS:

## Questions

### What type of investments does Castle Capital pursue?

Castle Capital executes control buyouts in the lower middle market, focusing on succession transactions where founders or families seek to sell majority ownership while preserving operational continuity. The firm structures deals directly with owners, favoring negotiated transactions over competitive auctions.

### How does Castle Capital source its deals?

The firm relies on relationship-based sourcing through intermediaries such as business brokers, regional accounting firms, and wealth advisors rather than public auction processes. This approach targets founder-led businesses before they formally reach market, reducing competition and emphasizing transaction structure over price.

### What is Castle Capital's investment geography?

Castle Capital concentrates its investments in the Western United States, operating from a single headquarters in Los Angeles. No additional regional offices have been disclosed.

### Does Castle Capital participate in fund commitments or only direct deals?

Publicly available information points exclusively to direct, control-oriented equity investments. There is no public record of the firm acting as a limited partner in third-party funds or participating in fund-of-funds structures.

## Related profiles

- [Cassia Investments](https://altss.com/profile/cassia-investments)
- [Castle Venture Group](https://altss.com/profile/castle-venture-group)

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Last updated: 2026-06-03T20:00:00.000Z

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