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| Castleview Partners LLC
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|---|---|
| CRD # | 281410 |
| SEC # | 801-106652 |
| CIK # | 0001737088 |
| AUM | 416.9 M (2026-05-06) |
| Employees | 22 (55% Investors, 14% Brokers) |
| Phone | 214-710-1995 |
| Address | 4851 LBJ Freeway Dallas, TX 75244 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Tesla Motors Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Conocophillips | 0.0 | ||
| Bristol Myers Squibb Co | 0.0 | ||
| KKR & Co LP | 0.0 | ||
| Amgen Inc | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| Stryker Corp | 0.0 | ||
| FS Credit Opportunities Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 512 | 141.6 |
| (b) Individuals (high net worth individuals) | 80 | 196.1 |
| (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 | 79.1 |
| (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 | 1,894 | 416.9 |
| By Discretionary | ||
| Discretionary | 1,868 | 413.0 |
| Non-Discretionary | 26 | 3.8 |
| Total | 1,894 | 416.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 416.9 | |
| Total | 1,894 | 416.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001737088] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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|
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|
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