|
⚲
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| Castfirm Advisors LLC
✚
|
|
|---|---|
| CRD # | 327519 |
| SEC # | 801-136175 |
| CIK # | |
| AUM | $30.0 M (2026-05-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 516-888-9986 |
| Address | 377 Oak Street Garden City, NY 11530 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 5.0 |
| (b) Individuals (high net worth individuals) | 3 | 25.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 30.0 |
| By Discretionary | ||
| Discretionary | 33 | 30.0 |
| Non-Discretionary | 1 | 0.0 |
| Total | 34 | 30.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.0 | |
| Total | 34 | 30.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rotter Laura Ingber
✚
|
0.0 | |
|
Brightstone Capital Management LLC
✚
|
0.0 | |
|
Wharton Wealth Planning LLC
✚
|
NY | 0.0 |
|
Alphyn Capital Management LLC
✚
|
NY | 0.0 |
|
Parrot Finance Inc
✚
|
0.0 | |
|
Lotus Holdings LLC
✚
|
NY | 0.0 |
|
Port Capital Management LLC
✚
|
NY | 0.0 |
|
S Williams Capital LLC
✚
|
NY | 0.0 |
|
Smartadvisor LLC
✚
|
CA | 0.0 |
|
DA INV LLC
✚
|
0.0 |