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| Happy Holidays!! thanks for using AUM13F!! |
| Castleview Partners LLC
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| CRD # | 281410 |
| SEC # | 801-106652 |
| CIK # | 0001737088 |
| AUM | $331.2 M (2025-03-28) |
| Employees | 19 (68% Investors, 16% Brokers) |
| Phone | 214-710-1995 |
| Address | 8111 Preston Road Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Conocophillips | 0.0 | ||
| Bristol Myers Squibb Co | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| MERK Gold Trust | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 420 | 115.2 |
| (b) Individuals (high net worth individuals) | 73 | 152.3 |
| (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 | 2 | 63.7 |
| (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 | 1,133 | 331.2 |
| By Discretionary | ||
| Discretionary | 993 | 311.9 |
| Non-Discretionary | 140 | 19.3 |
| Total | 1,133 | 331.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 329.9 | |
| Total | 1,133 | 331.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001737088] |
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