Updated:
Castle Island Family Office
Castle Island Family Office was established in 2020 by Kevin McCluskey. The firm originates from his capital-markets career that included roles at Morgan...
Castle Island Family Office
Castle Island Family Office was established in 2020 by Kevin McCluskey. The firm originates from his capital-markets career that included roles at Morgan Stanley, Wells Fargo, and Deutsche Bank. It operates as a multi-family office serving clients across the United States. The office executes direct co-investments, SPVs, private equity, and real estate transactions. Confirmed investment stages include pre-IPO and startup opportunities. Geographic activity centers on North America, with residential holdings recorded in Palm Beach County, Florida. Services encompass centralized underwriting of legal, tax, and risk decisions aligned to each family's investment policy statement. The team includes five named professionals. Kevin McCluskey leads investments. Alexia Varga handles tax and real-estate operations. Jack McCluskey covers private markets. Adjacent vehicles include multiple Florida limited-liability companies holding residential assets and art collections. No operational events from the last 24 months appear in available records. The firm maintains memberships in the West Palm Beach Fishing Club and Sailfish Club of Florida. Philanthropic ties include the Florida Education Association Memorial Scholarship Foundation and The Community Foundation for Palm Beach and Martin Counties.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
North America
Country
United States
City
Palm Beach Gardens
Corporate office
West Palm Beach, FL, United States
Principals
Kevin McCluskey
CEO, Director of Investments
Alexia Varga
CFO, Director of Tax Strategies
Jack McCluskey
Senior Vice President, Private Markets
Diane Rogers
Vice President
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
Book a demoSector focus
Frequently asked questions
Who runs investment decisions at Castle Island Family Office?
Kevin McCluskey serves as CEO and Director of Investments. He previously co-managed capital market strategies at Deutsche Bank and led a team overseeing more than $1.3 billion at Wells Fargo.
How does Castle Island Family Office source proprietary deal flow?
The firm draws on McCluskey's two-decade network from investment banking and wealth advisory roles. It also participates in local professional networks including the West Palm Beach Fishing Club.
Is Castle Island Family Office structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. The firm provides integrated services to multiple ultra-high-net-worth families rather than managing a single-family balance sheet.
Does Castle Island Family Office participate in fund commitments or only direct deals?
Available records show activity in direct co-investments, SPVs, and private equity alongside real estate holdings. No fund commitments are disclosed.
Where does the underlying wealth come from?
The office stems from founder Kevin McCluskey's capital-markets career spanning investment banking and wealth advisory at Morgan Stanley, Wells Fargo, and Deutsche Bank.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: