Castlekeep Investment Advisors LLC
● SEC registered since 2001CRD 111656SEC# 801-60338Westport, CT
Reg. AUM
$920.8M
Employees
5
Accounts
464
Location
Westport, CT
Castlekeep Investment Advisors LLC assets under management
Castlekeep Investment Advisors LLC is an SEC-registered investment adviser based in Westport, CT. The firm has been registered since 2001. It reports $920.8 million in regulatory assets under management and employs 5 people.
Castlekeep Investment Advisors LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Clark Kelakos Haberstroh | Partner And Treasurer | Under 5% | 2017 |
| Charles Wesley Kelakos Haberstroh Control | President, Ceo, Cio And Cco | Under 5% | 2000 |
| Cka Holdings LLC Control | Parent Company And Sole Member | Over 75% | 2000 |
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Join to unlock · $37/moFrequently asked questions
How much does Castlekeep Investment Advisors LLC manage?
Castlekeep Investment Advisors LLC reports $920.8 million in regulatory assets under management on its Form ADV.
How many employees does Castlekeep Investment Advisors LLC have?
Castlekeep Investment Advisors LLC reports 5 employees.
Where is Castlekeep Investment Advisors LLC located?
Castlekeep Investment Advisors LLC is based in Westport, CT and has been SEC-registered since 2001.
Does Castlekeep Investment Advisors LLC disclose fund performance?
Castlekeep Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 257 Riverside Avenue, 2nd Floor, Westport, CT 06880-4822 |
| Phone | 203.682.7200 |
| Fax | 860.999.9931 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1404780 |
| Discloses disciplinary history | No |
Regulatory AUM
$920.8M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$920.8Mregulatory AUM
Discretionary $327.9MNon-discretionary $592.9M