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| Happy Holidays!! thanks for using AUM13F!! |
| Kastel Capital Advisors LLC
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|---|---|
| CRD # | 226520 |
| SEC # | 801-117355 |
| CIK # | |
| AUM | $164.6 M (2025-05-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 888-622-2285 |
| Address | 40 Grove Street Wellesley, MA 02482 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 6.8 |
| (b) Individuals (high net worth individuals) | 53 | 118.0 |
| (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 | 1 | 2.4 |
| (h) Charitable organizations | 3 | 37.4 |
| (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 | 245 | 164.6 |
| By Discretionary | ||
| Discretionary | 227 | 127.6 |
| Non-Discretionary | 18 | 37.0 |
| Total | 245 | 164.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.6 | |
| Total | 245 | 164.6 |
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|---|---|---|
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 0.2 |
|
Upper Left Wealth Management LLC
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0.2 | |
|
Perissos Private Wealth Management LLC
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OK | 0.2 |
|
Crossgrain Family Investments LLC
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|
0.2 | |
|
PMG Wealth Management Inc
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IL | 0.2 |
|
Gibson Wealth Advisors LLC
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|
0.2 | |
|
Wealthtrak Capital Management LLC
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|
VA | 0.2 |
|
Cramer & Rauchegger Inc
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|
FL | 0.2 |
|
Lonestar Registered Investment Advisors PLLC
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|
TX | 0.2 |
|
Doheny Asset Management LLC
✚
|
CA | 0.2 |