Umberto Perez
PrincipalCastleview Partners, LLCCRD 4149270
About Umberto Perez
Umberto Perez is listed as Principal at Castleview Partners, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Castleview Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Umberto Perez work?
Umberto Perez is listed as Principal at Castleview Partners, LLC on SEC Form ADV.
How much of Castleview Partners, LLC does Umberto Perez own?
Form ADV reports a beneficial ownership band of 10-25%.
Castleview Partners, LLC
| Title | Principal |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2015 |