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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COMAS, SANDRA, HELEN | I | VICE PRESIDENT | NA | |
| HABERSTROH, CHARLES, CLARK | I | VICE PRESIDENT AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK | I | VICE PRESIDENT AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | VICE PRESIDENT AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | MANAGING DIRECTOR AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | PARTNER AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | PARTNER AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | PARTNER AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | PARTNER AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | PARTNER AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | PARTNER AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | PARTNER AND TREASURER | NA | |
| HABERSTROH, CHARLES, CLARK KELAKOS | I | PARTNER AND TREASURER | NA | |
| HABERSTROH, CHARLES, WESLEY | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | PRESIDENT, CEO, CIO AND CCO | NA | Control |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | VICE PRESIDENT | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | VICE PRESIDENT | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | VICE PRESIDENT | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | MANAGING DIRECTOR | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | PARTNER | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | PARTNER | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | PARTNER | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | PARTNER | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | PARTNER | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | PARTNER | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | PARTNER | NA | |
| HABERSTROH, STEPHEN, BRADEN KELAKOS | I | PARTNER | NA | |
| PERRIN, NANCY, SCHUMAN | I | CORPORATE SECRETARY | NA | |
| PERRIN, NANCY, SCHUMAN | I | CORPORATE SECRETARY | NA | |
| PERRIN, NANCY, SCHUMAN | I | CORPORATE SECRETARY | NA | |
| PERRIN, NANCY, SCHUMAN | I | CORPORATE SECRETARY | NA | |
| PERRIN, NANCY, SCHUMAN | I | CORPORATE SECRETARY | NA | |
| PERRIN, NANCY, SCHUMAN | I | CORPORATE SECRETARY | NA | |
| QUESADA, LAUREN, MICHELE | I | PORTFOLIO ASSISTANT | NA | |
| QUESADA, LAUREN, MICHELE | I | PORTFOLIO ASSISTANT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| ROSENKRANTZ, MARINA | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | NA | |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS LLC | DE | PARENT COMPANY AND SOLE MEMBER | E | Control |
| CKA HOLDINGS, LLC | DE | PARENT COMPANY | E | Control |
| CKA HOLDINGS, LLC | DE | PARENT COMPANY | E | Control |
| CKA HOLDINGS, LLC | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HABERSTROH, CHARLES, WESLEY | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| HABERSTROH, CHARLES, WESLEY KELAKOS | I | CKA HOLDINGS LLC | D | Control |
| FREEMAN, MARY, ELIZABETH | I | CKA HOLDINGS, LLC | C | Control |
| FREEMAN, MARY, ELIZABETH | I | CKA HOLDINGS, LLC | C | Control |
| FREEMAN, MARY, ELIZABETH | I | CKA HOLDINGS, LLC | C | Control |
| HABERSTROH, CHARLES, WESLEY | I | CKA HOLDINGS, LLC | C | Control |
| HABERSTROH, CHARLES, WESLEY | I | CKA HOLDINGS, LLC | C | Control |
| HABERSTROH, CHARLES, WESLEY | I | CKA HOLDINGS, LLC | C | Control |
| RAGAN, THOMAS, CAMERON | I | CKA HOLDINGS, LLC | C | Control |
| RAGAN, THOMAS, CAMERON | I | CKA HOLDINGS, LLC | C | Control |
| RAGAN, THOMAS, CAMERON | I | CKA HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Jun 9, 2025 REGISTERED
Notice Filings (7)
CT DE FL IL NJ NY TX
Address
257 RIVERSIDE AVENUE2ND FLOOR
WESTPORT, CT 06880-4822
United States
Phone: 203.682.7200