CASTLE INVESTMENT MANAGEMENT, LLC
CRD #153464 SEC #801-71363 ALEXANDRIA, VA 703-260-1921
SEC Registered
Total AUM
$32.1M
Discretionary
$32.1M
Employees
2
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $32.1M | $32.1M | $0 | 2 | 0 |
| Mar 2025 | $32.1M | $32.1M | $0 | 2 | 0 |
| Mar 2024 | $33.7M | $33.7M | $0 | 2 | 0 |
| Jan 2024 | $68.2M | $68.2M | $0 | 2 | 0 |
| Mar 2023 | $68.2M | $68.2M | $0 | 2 | 0 |
| Mar 2022 | $86.2M | $86.2M | $0 | 2 | 0 |
| Mar 2021 | $105.5M | $105.5M | $0 | 2 | 0 |
| Mar 2020 | $126.2M | $126.2M | $0 | 2 | 0 |
| Mar 2019 | $111.1M | $111.1M | $0 | 2 | 0 |
| Mar 2018 | $192.5M | $192.5M | $0 | 2 | 0 |
| Mar 2017 | $168.9M | $168.9M | $0 | 2 | 1 |
| Mar 2017 | $168.9M | $168.9M | $0 | 2 | 1 |
| Mar 2016 | $147M | $147M | $0 | 2 | 1 |
| Mar 2015 | $145.6M | $145.6M | $0 | 2 | 1 |
| Mar 2014 | $117.7M | $117.7M | $0 | 2 | 1 |
| Sep 2013 | $99.9M | $99.9M | $0 | 2 | 1 |
| Mar 2013 | $99.9M | $99.9M | $0 | 2 | 1 |
| Mar 2012 | $90.1M | $90.1M | $0 | 1 | 1 |
| Jul 2011 | $7.9M | $7.9M | $0 | 5 | -- |
| Mar 2011 | $7.9M | $7.9M | $0 | 5 | -- |
| Jul 2010 | $381K | $381K | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$86.2M
Discretionary$86.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$168.9M
Discretionary$168.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2017
Total AUM$168.9M
Discretionary$168.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2016
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees2
Clients1
DateMar 2014
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees2
Clients1
DateSep 2013
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2013
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2012
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees1
Clients1
DateJul 2011
Total AUM$7.9M
Discretionary$7.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$7.9M
Discretionary$7.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$381K
Discretionary$381K
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--