CASTLE CREEK ADVISORS IV LLC
Legal name: CASTLE CREEK CAPITAL
CRD #158079 SEC #801-72923 SAN DIEGO, CA 858-756-8300
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
12
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $1.2B | $3M | 12 | 0 |
| Aug 2025 | $1.2B | $1.2B | $3M | 12 | 0 |
| Mar 2025 | $1.1B | $1.1B | $3M | 12 | 0 |
| Mar 2025 | $1.1B | $1.1B | $3M | 12 | 0 |
| Mar 2025 | $1.1B | $1.1B | $3M | 12 | 0 |
| Mar 2024 | $978.7M | $978.7M | $0 | 10 | 0 |
| Mar 2024 | $978.7M | $978.7M | $0 | 10 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 12 | 0 |
| Apr 2023 | $1.1B | $1.1B | $0 | 12 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 12 | 0 |
| Mar 2022 | $936.6M | $915.7M | $20.9M | 8 | 0 |
| Dec 2021 | $885.3M | $862.2M | $23.1M | 10 | 0 |
| Nov 2021 | $885.3M | $862.2M | $23.1M | 10 | 0 |
| Jul 2021 | $771.4M | $748.3M | $23.1M | 10 | 0 |
| Mar 2021 | $771.4M | $748.3M | $23.1M | 10 | 0 |
| Jun 2020 | $740M | $740M | $0 | 10 | 0 |
| Mar 2020 | $740M | $740M | $0 | 10 | 0 |
| Mar 2019 | $716.3M | $716.3M | $0 | 11 | 0 |
| Mar 2018 | $594.9M | $594.9M | $0 | 11 | 0 |
| Sep 2017 | $571.2M | $528.8M | $42.4M | 11 | 1 |
| Mar 2017 | $571.2M | $528.8M | $42.4M | 11 | 1 |
| Mar 2016 | $888.9M | $792.3M | $96.6M | 10 | 1 |
| Mar 2015 | $888.9M | $792.3M | $96.6M | 10 | 1 |
| Nov 2014 | $960.4M | $779M | $181.5M | 9 | 1 |
| May 2014 | $730.9M | $660.1M | $70.8M | 9 | 1 |
| Mar 2014 | $730.9M | $660.1M | $70.8M | 9 | 1 |
| Feb 2014 | $731.5M | $660.7M | $70.8M | 9 | 1 |
| Dec 2013 | $506.1M | $474.6M | $31.5M | 9 | 1 |
| Jun 2013 | $506.1M | $474.6M | $31.5M | 8 | 1 |
| Mar 2013 | $506.1M | $474.6M | $31.5M | 8 | 1 |
| Jul 2012 | $423.8M | $423.8M | $0 | -- | 1 |
| May 2012 | $423.8M | $423.8M | $0 | -- | 1 |
| Mar 2012 | $346.5M | $346.5M | $0 | -- | 1 |
| Nov 2011 | $330.5M | $330.5M | $0 | -- | 1 |
| Nov 2011 | $330.5M | $330.5M | $0 | -- | 1 |
DateOct 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3M
Employees12
Clients0
DateAug 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3M
Employees12
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3M
Employees12
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3M
Employees12
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3M
Employees12
Clients0
DateMar 2024
Total AUM$978.7M
Discretionary$978.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$978.7M
Discretionary$978.7M
Non-Disc.$0
Employees10
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$936.6M
Discretionary$915.7M
Non-Disc.$20.9M
Employees8
Clients0
DateDec 2021
Total AUM$885.3M
Discretionary$862.2M
Non-Disc.$23.1M
Employees10
Clients0
DateNov 2021
Total AUM$885.3M
Discretionary$862.2M
Non-Disc.$23.1M
Employees10
Clients0
DateJul 2021
Total AUM$771.4M
Discretionary$748.3M
Non-Disc.$23.1M
Employees10
Clients0
DateMar 2021
Total AUM$771.4M
Discretionary$748.3M
Non-Disc.$23.1M
Employees10
Clients0
DateJun 2020
Total AUM$740M
Discretionary$740M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$740M
Discretionary$740M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$716.3M
Discretionary$716.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$571.2M
Discretionary$528.8M
Non-Disc.$42.4M
Employees11
Clients1
DateMar 2017
Total AUM$571.2M
Discretionary$528.8M
Non-Disc.$42.4M
Employees11
Clients1
DateMar 2016
Total AUM$888.9M
Discretionary$792.3M
Non-Disc.$96.6M
Employees10
Clients1
DateMar 2015
Total AUM$888.9M
Discretionary$792.3M
Non-Disc.$96.6M
Employees10
Clients1
DateNov 2014
Total AUM$960.4M
Discretionary$779M
Non-Disc.$181.5M
Employees9
Clients1
DateMay 2014
Total AUM$730.9M
Discretionary$660.1M
Non-Disc.$70.8M
Employees9
Clients1
DateMar 2014
Total AUM$730.9M
Discretionary$660.1M
Non-Disc.$70.8M
Employees9
Clients1
DateFeb 2014
Total AUM$731.5M
Discretionary$660.7M
Non-Disc.$70.8M
Employees9
Clients1
DateDec 2013
Total AUM$506.1M
Discretionary$474.6M
Non-Disc.$31.5M
Employees9
Clients1
DateJun 2013
Total AUM$506.1M
Discretionary$474.6M
Non-Disc.$31.5M
Employees8
Clients1
DateMar 2013
Total AUM$506.1M
Discretionary$474.6M
Non-Disc.$31.5M
Employees8
Clients1
DateJul 2012
Total AUM$423.8M
Discretionary$423.8M
Non-Disc.$0
Employees--
Clients1
DateMay 2012
Total AUM$423.8M
Discretionary$423.8M
Non-Disc.$0
Employees--
Clients1
DateMar 2012
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees--
Clients1
DateNov 2011
Total AUM$330.5M
Discretionary$330.5M
Non-Disc.$0
Employees--
Clients1
DateNov 2011
Total AUM$330.5M
Discretionary$330.5M
Non-Disc.$0
Employees--
Clients1