CASTLE ASSET MANAGEMENT, LLC
CRD #131910 SEC #801-66317 HAUPPAUGE, NY 631-952-3700
SEC Registered
Total AUM
$334.6M
Discretionary
$334.6M
Employees
3
Clients
51
Accounts
735
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2021 | $334.6M | $334.6M | $0 | 3 | 0 |
| Mar 2021 | $334.6M | $334.6M | $0 | 3 | 0 |
| Jun 2020 | $300.4M | $300.4M | $0 | 3 | 0 |
| Mar 2020 | $300.4M | $300.4M | $0 | 3 | 0 |
| Mar 2019 | $236.3M | $236.3M | $0 | 3 | 0 |
| Mar 2018 | $210.3M | $210.3M | $0 | 2 | 0 |
| Mar 2017 | $177.9M | $177.9M | $0 | 2 | 450 |
| Mar 2016 | $166M | $166M | $0 | 2 | 450 |
| Sep 2015 | $176M | $176M | $0 | 2 | 450 |
| Mar 2015 | $176M | $176M | $0 | 2 | 450 |
| Mar 2014 | $178M | $178M | $0 | 2 | 400 |
| Mar 2013 | $164M | $164M | $0 | 2 | 400 |
| Mar 2012 | $163M | $163M | $0 | 1 | 400 |
| Apr 2011 | $150.9M | $150.9M | $0 | 5 | -- |
| Aug 2010 | $92.6M | $92.6M | $0 | 5 | -- |
| Apr 2010 | $92.6M | $92.6M | $0 | 5 | -- |
| Mar 2009 | $153.5M | $72.3M | $81.2M | 5 | -- |
| Feb 2008 | $186.8M | $86.2M | $100.7M | 5 | -- |
| Feb 2007 | $57.4M | $57.4M | $0 | 5 | -- |
| Feb 2006 | $34.7M | $34.7M | $0 | 5 | -- |
DateMay 2021
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$300.4M
Discretionary$300.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$300.4M
Discretionary$300.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$177.9M
Discretionary$177.9M
Non-Disc.$0
Employees2
Clients450
DateMar 2016
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees2
Clients450
DateSep 2015
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees2
Clients450
DateMar 2015
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees2
Clients450
DateMar 2014
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees2
Clients400
DateMar 2013
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees2
Clients400
DateMar 2012
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees1
Clients400
DateApr 2011
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$153.5M
Discretionary$72.3M
Non-Disc.$81.2M
Employees5
Clients--
DateFeb 2008
Total AUM$186.8M
Discretionary$86.2M
Non-Disc.$100.7M
Employees5
Clients--
DateFeb 2007
Total AUM$57.4M
Discretionary$57.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients--