# Costello Asset Management

Costello Asset Management is a Bank / Wealth / Trust based in Feasterville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Feasterville, United States
- **Region:** North America
- **Address:** Feasterville, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** costelloassetmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/&-costello

## Regulatory record

- **CRD number:** 123249
- **SEC file number:** 801-106905
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123249

## About

Costello Asset Management was established in 1999 as a US-based wealth manager. It focuses on asset management, financial planning, and portfolio management services. The firm advises individuals, high-net-worth individuals, families, and corporations. No specific asset-class allocations, named holdings, or geographic deployments beyond the United States appear in available records. No information on team size, additional offices, or recent operational events from the last 24 months is recorded. Adjacent vehicles such as foundations or club memberships are not disclosed. The firm functions as a conventional wealth manager without documented hybrid structures, co-investor clubs, or succession details that differentiate it from peer providers.

## Questions

### Who runs investment decisions at Costello Asset Management?

No named principals or CIOs are disclosed in public records.

### How does Costello Asset Management source proprietary deal flow?

No sourcing model or deal examples are available from current sources.

### Does Costello Asset Management participate in fund commitments or only direct deals?

The firm provides portfolio management but no commitment or co-investment details are recorded.

### What investment stages does Costello Asset Management typically target?

No stage preferences or portfolio construction details are published.

## Related profiles

- [Costanoa Ventures](https://altss.com/profile/costanoa-ventures)
- [Costello Financial Planning](https://altss.com/profile/costello-financial-planning)

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

Canonical page: https://altss.com/profile/costello-asset-management

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