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Castle Island Wealth
CASTLE ISLAND WEALTH is an SEC-registered investment adviser in PALM BEACH GARDENS, FL, registered since 2018. The firm manages $117 million in assets, $83...
Overview
CASTLE ISLAND WEALTH is an SEC-registered investment adviser in PALM BEACH GARDENS, FL, registered since 2018. The firm manages $117 million in assets, $83 million on a discretionary basis. It employs 5 staff and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
How does Castle Island Wealth source deals?
The firm has not disclosed its deal sourcing methods. There is no public record of direct investments, co-investments, or fund commitments. Without any public filings or announcements, its sourcing model remains opaque.
What sectors does Castle Island Wealth invest in?
No sector preferences are publicly known. The firm has not published any investment thesis, sector tags, or portfolio companies. As a result, its sector focus is entirely undisclosed.
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