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| Kastel Capital Advisors LLC
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| |
|---|---|
| CRD # | 226520 |
| SEC # | 801-117355 |
| CIK # | |
| AUM | $137.9 MM (2024-08-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 888-622-2285 |
| Address | 40 Grove Street Wellesley, MA 02482 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 5.9 |
| (b) Individuals (high net worth individuals) | 48 | 95.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.7 |
| (h) Charitable organizations | 4 | 34.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 137.9 |
| By Discretionary | ||
| Discretionary | 203 | 107.3 |
| Non-Discretionary | 19 | 30.6 |
| Total | 222 | 137.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.9 | |
| Total | 222 | 137.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Archer Consulting Group LLC
✚
|
LA | 0.1 |
|
Ring Mountain Capital LLC
✚
|
CA | 0.1 |
|
Calvert Wealth Management Inc
✚
|
MD | 0.1 |
|
Fithian LLC
✚
|
NY | 0.1 |
|
Titanium Advisors LLC
✚
|
MA | 0.1 |
|
Rockbridge Capital Management LLC
✚
|
VA | 0.1 |
|
Apex Wealth Management LLC
✚
|
NH | 0.1 |
|
Financial Designs Wealth Management LLC
✚
|
FL | 0.1 |
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 0.1 |
|
Draper Asset Management LLC
✚
|
NY | 0.1 |