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Castleton Partners, LLC

● SEC registered since 2006CRD 140873SEC# 801-66975
Export (members)
Reg. AUM
$142.4M
Employees
1
Accounts
24
Location

Castleton Partners, LLC assets under management

Castleton Partners, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2006. It reports $142.4 million in regulatory assets under management and employs 1 people.

Castleton Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Jean Michael Reinoso ControlChief Compliance Officer/Chief Executive OfficerUnder 5%2024
Reinoso & Company, LLC ControlManagerOver 75%2013
Est Under the Edward J Reinoso Living Tr Dtd 5-27-20 , Mrtl TrustTrustOver 75%2024
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Frequently asked questions

How much does Castleton Partners, LLC manage?

Castleton Partners, LLC reports $142.4 million in regulatory assets under management on its Form ADV.

How many employees does Castleton Partners, LLC have?

Castleton Partners, LLC reports 1 employees.

Does Castleton Partners, LLC disclose fund performance?

Castleton Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone212-832-9700
Fax833-358-2506
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$142.4M▲ 2%
Mar '25 — $139.3MApr '25 — $139.3MMay '25 — $139.3MJun '25 — $139.3MJul '25 — $139.3MAug '25 — $139.3MSep '25 — $139.3MOct '25 — $139.3MNov '25 — $139.3MDec '25 — $139.3MJan '26 — $139.3MFeb '26 — $142.4MMar '26 — $142.4MApr '26 — $142.4MMay '26 — $142.4MJun '26 — $142.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$142.4Mregulatory AUM
Discretionary $89.2MNon-discretionary $53.2M