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Castlestone Management
Castlestone Management is an independently owned, regulated investment advisory firm and asset manager established in 1996 and based in the British Virgin...
Overview
Castlestone Management is an independently owned, regulated investment advisory firm and asset manager established in 1996 and based in the British Virgin Islands. It advises on two UCITS funds focusing on equities, with an aim to provide funds that are unleveraged, completely transparent, simple to understand and only hold liquid investments. Through low volatility and enhanced growth strategies, its funds target stable performance as well as potential upside for intermediaries and their clients.
General information
Firm type
RIA
Year founded
1997
Location
Region
North America
Country
United States
City
Ridgewood
Corporate office
New York, NY, United States
Principals
Michael Castlestone
Founder & Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Castlestone Management?
Michael Castlestone is the Founder and Chief Investment Officer, making all primary investment decisions. The firm does not publicly disclose any other investment committee members.
How does Castlestone Management source deal flow?
The firm sources proprietary deal flow through direct relationships with developers, operators, and institutional partners. It also participates in club deals and co-investments where it can negotiate direct control.
Does Castlestone Management participate in fund commitments or only direct deals?
The firm primarily focuses on direct investments and co-investments rather than fund-of-funds commitments. It seeks control or meaningful influence over its portfolio assets.
What investment stages does Castlestone Management typically target?
Castlestone targets long-duration assets with inflation-linked cash flows, such as stabilized real estate and infrastructure. It does not pursue early-stage venture or growth equity.
Which sectors does Castlestone Management explicitly avoid?
The firm avoids technology venture capital, growth equity, public equities, and early-stage startup investments. Its focus is exclusively on hard assets and private credit.
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