# Castle Rock Investment Company

Castle Rock Investment Company is a RIA based in Castle Rock, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Castle Rock, United States
- **Region:** North America
- **Address:** Castle Rock, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** castlerockpep.com
- **LinkedIn:** https://www.linkedin.com/company/castlerockpep

## Regulatory record

- **CRD number:** 140299
- **SEC file number:** 801-80620
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140299

## About

Castle Rock Investment Company was established in 2006 as a U.S.-based wealth manager and registered investment advisor. The firm delivers advisory services that include financial planning, tax planning, and risk management to corporate, governmental, and individual clients. No portfolio holdings, co-investors, or additional offices are disclosed in available records. No operational events from the last 24 months are documented.

## Questions

### Who runs investment decisions at Castle Rock Investment Company?

No named principals or investment committee members are identified in public sources.

### What services does Castle Rock Investment Company provide?

The firm offers investment advisory, financial planning, tax planning, and risk management to U.S. corporate, governmental, and individual investors.

## Related profiles

- [Castle Private Equity](https://altss.com/profile/castle-private-equity)
- [Castlerock Partners](https://altss.com/profile/castlerock-partners)

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

Canonical page: https://altss.com/profile/castle-rock-investment-company

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