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CastleKeep Investment Advisors
Charles W.K. Haberstroh established the firm in 2000 after working in global banking and commodity finance. The wealth under management originates from his...
CastleKeep Investment Advisors
Charles W.K. Haberstroh established the firm in 2000 after working in global banking and commodity finance. The wealth under management originates from his professional background rather than a single industrial fortune. CastleKeep operates as a fund-of-funds platform that allocates across equities, fixed income, commodities and cryptocurrency exposures. It provides both discretionary portfolio management and non-discretionary advisory services. Clients are located in North America, Europe, Asia, Africa, South America, the Middle East and Oceania. The firm does not publish named holdings or co-investors. The team consists of five partners, three of whom are family members. Additional offices are not disclosed. No dated operational events from the last 24 months appear in public records. CastleKeep functions as a family-owned RIA that also supplies family-office services such as bill payment, real-estate coordination and travel arrangements. Governance remains concentrated with the founder and his two sons.
General information
Firm type
Multi Family Office
Year founded
2000
Location
Region
North America
Country
United States
City
Westport
Corporate office
257 Riverside Avenue, 2nd Floor, Westport, CT 06880
Principals
Charles W.K. Haberstroh
Founder, CEO, CIO, and CCO
Altss tracks 4 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at CastleKeep Investment Advisors?
Charles W.K. Haberstroh serves as Founder, CEO, CIO and CCO. Investment authority is centralized with him and supported by the partner group that includes his two sons.
How does CastleKeep source proprietary deal flow?
The firm relies on long-standing relationships developed during Charles Haberstroh's banking career and on introductions through client roundtables rather than formal sourcing networks.
Is CastleKeep structured as a single family office or does it operate more like a venture firm?
It is registered as an independent RIA that functions as a multi-family office. It does not make venture-stage direct investments.
Does CastleKeep participate in fund commitments or only direct deals?
The firm executes through a fund-of-funds structure and selects third-party managers. Direct deals are not disclosed.
Where does the underlying wealth come from?
The capital originates from Charles W.K. Haberstroh's career in global banking, commodity finance and investment management.
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.
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