RIA Intelligence

NEW CASTLE FUNDS LLC

CRD #148579 SEC #801-69699 WHITE PLAINS, NY 212-612-3018
SEC Registered
Total AUM
$971.9M
Discretionary
$971.9M
Employees
--
Clients
--
Accounts
10

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 16, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CUMMINS, GERALD, RICHARDICFO AND CHIEF COMPLIANCE OFFICERNA Control
CUMMINS, GERALD, RICHARDICFO AND CHIEF COMPLIANCE OFFICERNA Control
CUMMINS, GERALD, RICHARDICFO AND CHIEF COMPLIANCE OFFICERNA Control
GRUBER, ELISSA, BETHITREASURER/CONTROLLERNA
GRUBER, ELISSA, BETHITREASURER/CONTROLLERNA
GRUBER, ELISSA, BETHITREASURER/CONTROLLERNA
KURLAND, MARK, ALLENICEO/MEMBERC Control
KURLAND, MARK, ALLENICEO/MEMBERC Control
KURLAND, MARK, ALLENICEO/MEMBERC Control
REITZES, ROBERT, STANLEYIPRESIDENT/COO/MEMBERC Control
REITZES, ROBERT, STANLEYIPRESIDENT/COO/MEMBERC Control
REITZES, ROBERT, STANLEYIPRESIDENT/COO/MEMBERC Control
MERVES, SCOTT, ADAMIEXEC VICE-PRESIDENT/MEMBERB Control
MERVES, SCOTT, ADAMIEXEC VICE-PRESIDENT/MEMBERB Control
MERVES, SCOTT, ADAMIEXEC VICE-PRESIDENT/MEMBERB Control

Registrations

Federal

IA
Oct 16, 2009 REGISTERED

Notice Filings (2)

DE NY

Address

1 NORTH LEXINGTON AVENUE
WHITE PLAINS, NY 10601
United States
Phone: 212-612-3018