Kastel Capital Advisors, LLC
● SEC registered since 2019CRD 226520SEC# 801-117355Wellesley, MA
Reg. AUM
$193.3M
Employees
3
Accounts
265
Location
Wellesley, MA
Kastel Capital Advisors, LLC assets under management
Kastel Capital Advisors, LLC is an SEC-registered investment adviser based in Wellesley, MA. The firm has been registered since 2019. It reports $193.3 million in regulatory assets under management and employs 3 people.
Kastel Capital Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Drasko "nmn" Kovrlija Control | President & Chief Compliance Officer | Over 75% | 2015 |
| Matthew Vassar Pierce | Shareholder | 10-25% | 2022 |
Frequently asked questions
How much does Kastel Capital Advisors, LLC manage?
Kastel Capital Advisors, LLC reports $193.3 million in regulatory assets under management on its Form ADV.
How many employees does Kastel Capital Advisors, LLC have?
Kastel Capital Advisors, LLC reports 3 employees.
Where is Kastel Capital Advisors, LLC located?
Kastel Capital Advisors, LLC is based in Wellesley, MA and has been SEC-registered since 2019.
Does Kastel Capital Advisors, LLC disclose fund performance?
Kastel Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 Grove Street, Suite 190, Wellesley, MA 02482 |
| Phone | (888) 622-2285 |
| Office hours | Office Visits By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$193.3M▲ 17%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$193.3Mregulatory AUM
Discretionary $150.2MNon-discretionary $43.1M