# Castleview Partners

Castleview Partners is a Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** castleviewpartners.com
- **LinkedIn:** linkedin.com/company/castleview-group

## Regulatory record

- **CRD number:** 281410
- **SEC file number:** 801-106652
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281410

## About

Castleview Partners was established in 2015. It functions as a US-based wealth manager and registered investment advisor. The firm delivers investment advisory services that include asset management and portfolio management. It serves individuals, high-net-worth individuals, and businesses. No additional offices or team size figures are disclosed. No dated operational events from the last 24 months appear in available records. The firm maintains a standard registered investment advisor structure with no disclosed hybrid vehicles or succession details.

## Sectors

- Investment Management
- Financial Planning
- Tax Strategies

## Questions

### Who runs investment decisions at Castleview Partners?

No specific principals or named operators are publicly identified in available records.

### Does Castleview Partners participate in fund commitments or only direct deals?

Available information describes general asset and portfolio management without detail on fund commitments or direct deal activity.

### What investment stages does Castleview Partners typically target?

No information on investment stages is provided in the records consulted.

### How is Castleview Partners related to any parent or affiliated vehicle?

No parent entity or affiliated vehicles are identified in the source material.

## Related profiles

- [Castlerock Partners](https://altss.com/profile/castlerock-partners)
- [Castle Wealth Group Investments](https://altss.com/profile/castle-wealth-group-investments)

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Last updated: 2026-07-10T21:19:54.000Z

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