Castleview Partners, LLC
● SEC registered since 2015CRD 281410SEC# 801-106652Dallas, TX
Reg. AUM
$416.9M
Employees
22
Accounts
1,894
Location
Dallas, TX
Castleview Partners, LLC assets under management
Castleview Partners, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2015. It reports $416.9 million in regulatory assets under management and employs 22 people.
Castleview Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Concurrent Partnership Holdings, LLC | Member | 10-25% | 2026 |
| David Moises Fajardo Control | Principal, Director Of Capital Markets | 5-10% | 2018 |
| Douglas Wayne Gill Control | Principal, Chief Executive Officer | Under 5% | 2015 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Castleview Partners, LLC manage?
Castleview Partners, LLC reports $416.9 million in regulatory assets under management on its Form ADV.
How many employees does Castleview Partners, LLC have?
Castleview Partners, LLC reports 22 employees.
Where is Castleview Partners, LLC located?
Castleview Partners, LLC is based in Dallas, TX and has been SEC-registered since 2015.
Does Castleview Partners, LLC disclose fund performance?
Castleview Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4851 Lbj Freeway, Suite 850, Dallas, TX 75244 |
| Phone | 214-710-1995 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1737088 |
| Discloses disciplinary history | No |
Regulatory AUM
$416.9M▲ 54%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$416.9Mregulatory AUM
Discretionary $413MNon-discretionary $3.8M