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CastleKeep Investment Advisors
CastleKeep Investment Advisors is the primary business name of CASTLEKEEP INVESTMENT ADVISORS LLC, an investment adviser registered with the U.S. Securities...
Overview
CastleKeep Investment Advisors is the primary business name of CASTLEKEEP INVESTMENT ADVISORS LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 111656, SEC file 801-60338), with its main office in Westport, Connecticut. Its Form ADV filed on 18 March 2026 reports $920.8M in regulatory assets under management across 464 accounts.
General information
Firm type
Multi Family Office
Year founded
2000
AUM
$920.8M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Westport
Corporate office
Westport, CT, United States
Principals
Charles Haberstroh
Founder
Frequently asked questions
What does CastleKeep Investment Advisors's SEC filing report?
Its Form ADV filed on 18 March 2026 reports $920,751,806 in regulatory assets under management across 464 accounts. This is the filing's regulatory AUM measure.
What services does CastleKeep Investment Advisors describe?
The firm describes itself as a family-owned, independent adviser serving clients in the United States and abroad. Its official history states that Charles Haberstroh established CastleKeep in 2000. Its website presents investment management and family office services.
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