# CastleKeep Investment Advisors

CastleKeep Investment Advisors is a Multi Family Office based in Westport, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Westport, United States
- **Region:** North America
- **Address:** 257 Riverside Avenue, 2nd Floor, Westport, CT 06880
- **Founded:** 2000
- **Assets under management:** 828 (Altss estimate)
- **Website:** castlekeepadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/castlekeep-investment-advisors-llc

## Regulatory record

- **CRD number:** 111656
- **SEC file number:** 801-60338
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111656

## About

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.

## Sectors

- Fund of Funds
- Commodities
- Cryptocurrency

## People

- Charles W.K. Haberstroh — Founder, CEO, CIO, and CCO

## 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.

### 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.

## Related profiles

- [Exchange Capital Management](https://altss.com/profile/exchange-capital-management)
- [Reig Capital](https://altss.com/profile/reig-capital-reig-moles-family-office)

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

Canonical page: https://altss.com/profile/castlekeep-investment-advisors-llc

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