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⚲
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| Kastel Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 226520 |
| SEC # | 801-117355 |
| CIK # | |
| AUM | $114.1 MM (2023-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 888-622-2285 |
| Address | 40 Grove Street Wellesley, MA 02482 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 5.1 |
| (b) Individuals (high net worth individuals) | 41 | 75.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.7 |
| (h) Charitable organizations | 4 | 31.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 179 | 114.1 |
| By Discretionary | ||
| Discretionary | 163 | 82.4 |
| Non-Discretionary | 16 | 31.7 |
| Total | 179 | 114.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.1 | |
| Total | 179 | 114.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Focus Wealth Planning Inc
✚
|
IL | 0.1 |
|
New Millennium Group LLC
✚
|
UT | 0.1 |
|
Wealth Management CPAS LLC
✚
|
UT | 0.1 |
|
PSC Financial LLC
✚
|
MN | 0.1 |
|
Partners Capital Services Inc
✚
|
NY | 0.1 |
|
Erickson Financial Group LLC
✚
|
PA | 0.1 |
|
BLVD Private Wealth LLC
✚
|
KY | 0.1 |
|
PCG Asset Management LLC
✚
|
NJ | 0.1 |
|
Maytal Asset Management LLC
✚
|
NY | 0.1 |
|
Bankplus Wealth Management LLC
✚
|
MS | 0.1 |