CASTLEKEEP INVESTMENT ADVISORS LLC
Legal name: CASTLEKEEP INVESTMENT ADVISORS
CRD #111656 SEC #801-60338 WESTPORT, CT 203.682.7200
SEC Registered
Total AUM
$827.7M
Discretionary
$297.8M
Employees
6
Clients
25
Accounts
447
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $827.7M | $297.8M | $529.9M | 6 | 0 |
| Mar 2025 | $827.7M | $297.8M | $529.9M | 6 | 0 |
| Jun 2024 | $762.4M | $208.4M | $554.1M | 7 | 0 |
| Mar 2024 | $762.4M | $208.4M | $554.1M | 7 | 0 |
| Mar 2023 | $636.4M | $150.6M | $485.8M | 5 | 0 |
| Oct 2022 | $691.8M | $134.3M | $557.5M | 4 | 0 |
| Mar 2022 | $691.8M | $134.3M | $557.5M | 4 | 0 |
| Mar 2021 | $618.9M | $127M | $492M | 4 | 0 |
| Jun 2020 | $591.4M | $117.5M | $474M | 5 | 0 |
| Jun 2020 | $591.4M | $117.5M | $474M | 5 | 0 |
| Mar 2020 | $591.4M | $117.5M | $474M | 5 | 0 |
| Apr 2019 | $537.5M | $67.5M | $470M | 5 | 0 |
| Mar 2019 | $537.5M | $67.5M | $470M | 5 | 0 |
| Jun 2018 | $652.7M | $99.9M | $552.8M | 5 | 0 |
| Mar 2018 | $652.7M | $99.9M | $552.8M | 5 | 0 |
| Mar 2017 | $607.6M | $104.6M | $503M | 6 | 26 |
| Feb 2017 | $768.7M | $216.4M | $552.4M | 6 | 26 |
| Jan 2017 | $768.7M | $216.4M | $552.4M | 6 | 26 |
| Mar 2016 | $768.7M | $216.4M | $552.4M | 6 | 26 |
| Mar 2015 | $829.4M | $247.5M | $581.9M | 6 | 26 |
| Mar 2014 | $729.9M | $131.5M | $598.4M | 6 | 26 |
| Dec 2013 | $659.6M | $131.7M | $527.9M | 7 | 26 |
| Mar 2013 | $659.6M | $131.7M | $527.9M | 7 | 26 |
| Mar 2012 | $538.9M | $112.2M | $426.7M | 1 | 26 |
| Mar 2011 | $521M | $83.5M | $437.5M | 5 | -- |
| Mar 2010 | $489.4M | $83M | $406.4M | 5 | -- |
| Mar 2008 | $533.6M | $116.9M | $416.8M | 5 | -- |
| Oct 2007 | $469.7M | $81.4M | $388.3M | 5 | -- |
| Mar 2007 | $469.7M | $81.4M | $388.3M | 5 | -- |
| May 2002 | $74M | $41M | $33M | 5 | -- |
| Oct 2001 | $34.6M | $27.4M | $7.2M | 5 | -- |
| Jun 2001 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$827.7M
Discretionary$297.8M
Non-Disc.$529.9M
Employees6
Clients0
DateMar 2025
Total AUM$827.7M
Discretionary$297.8M
Non-Disc.$529.9M
Employees6
Clients0
DateJun 2024
Total AUM$762.4M
Discretionary$208.4M
Non-Disc.$554.1M
Employees7
Clients0
DateMar 2024
Total AUM$762.4M
Discretionary$208.4M
Non-Disc.$554.1M
Employees7
Clients0
DateMar 2023
Total AUM$636.4M
Discretionary$150.6M
Non-Disc.$485.8M
Employees5
Clients0
DateOct 2022
Total AUM$691.8M
Discretionary$134.3M
Non-Disc.$557.5M
Employees4
Clients0
DateMar 2022
Total AUM$691.8M
Discretionary$134.3M
Non-Disc.$557.5M
Employees4
Clients0
DateMar 2021
Total AUM$618.9M
Discretionary$127M
Non-Disc.$492M
Employees4
Clients0
DateJun 2020
Total AUM$591.4M
Discretionary$117.5M
Non-Disc.$474M
Employees5
Clients0
DateJun 2020
Total AUM$591.4M
Discretionary$117.5M
Non-Disc.$474M
Employees5
Clients0
DateMar 2020
Total AUM$591.4M
Discretionary$117.5M
Non-Disc.$474M
Employees5
Clients0
DateApr 2019
Total AUM$537.5M
Discretionary$67.5M
Non-Disc.$470M
Employees5
Clients0
DateMar 2019
Total AUM$537.5M
Discretionary$67.5M
Non-Disc.$470M
Employees5
Clients0
DateJun 2018
Total AUM$652.7M
Discretionary$99.9M
Non-Disc.$552.8M
Employees5
Clients0
DateMar 2018
Total AUM$652.7M
Discretionary$99.9M
Non-Disc.$552.8M
Employees5
Clients0
DateMar 2017
Total AUM$607.6M
Discretionary$104.6M
Non-Disc.$503M
Employees6
Clients26
DateFeb 2017
Total AUM$768.7M
Discretionary$216.4M
Non-Disc.$552.4M
Employees6
Clients26
DateJan 2017
Total AUM$768.7M
Discretionary$216.4M
Non-Disc.$552.4M
Employees6
Clients26
DateMar 2016
Total AUM$768.7M
Discretionary$216.4M
Non-Disc.$552.4M
Employees6
Clients26
DateMar 2015
Total AUM$829.4M
Discretionary$247.5M
Non-Disc.$581.9M
Employees6
Clients26
DateMar 2014
Total AUM$729.9M
Discretionary$131.5M
Non-Disc.$598.4M
Employees6
Clients26
DateDec 2013
Total AUM$659.6M
Discretionary$131.7M
Non-Disc.$527.9M
Employees7
Clients26
DateMar 2013
Total AUM$659.6M
Discretionary$131.7M
Non-Disc.$527.9M
Employees7
Clients26
DateMar 2012
Total AUM$538.9M
Discretionary$112.2M
Non-Disc.$426.7M
Employees1
Clients26
DateMar 2011
Total AUM$521M
Discretionary$83.5M
Non-Disc.$437.5M
Employees5
Clients--
DateMar 2010
Total AUM$489.4M
Discretionary$83M
Non-Disc.$406.4M
Employees5
Clients--
DateMar 2008
Total AUM$533.6M
Discretionary$116.9M
Non-Disc.$416.8M
Employees5
Clients--
DateOct 2007
Total AUM$469.7M
Discretionary$81.4M
Non-Disc.$388.3M
Employees5
Clients--
DateMar 2007
Total AUM$469.7M
Discretionary$81.4M
Non-Disc.$388.3M
Employees5
Clients--
DateMay 2002
Total AUM$74M
Discretionary$41M
Non-Disc.$33M
Employees5
Clients--
DateOct 2001
Total AUM$34.6M
Discretionary$27.4M
Non-Disc.$7.2M
Employees5
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--