CASTLEVIEW PARTNERS, LLC
CRD #281410 SEC #801-106652 DALLAS, TX 214-710-1995
SEC Registered
Total AUM
$331.2M
Discretionary
$311.9M
Employees
19
Clients
11
Accounts
1,133
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $331.2M | $311.9M | $19.3M | 19 | 0 |
| Aug 2025 | $331.2M | $311.9M | $19.3M | 19 | 0 |
| Mar 2025 | $331.2M | $311.9M | $19.3M | 19 | 0 |
| Feb 2025 | $270M | $250.4M | $19.5M | 18 | 0 |
| Mar 2024 | $270M | $250.4M | $19.5M | 18 | 0 |
| Jan 2024 | $224.2M | $196.1M | $28.1M | 17 | 0 |
| Mar 2023 | $224.2M | $196.1M | $28.1M | 17 | 0 |
| Mar 2022 | $467.5M | $405.1M | $62.4M | 17 | 0 |
| Nov 2021 | $365.8M | $346M | $19.8M | 17 | 0 |
| Apr 2021 | $365.8M | $346M | $19.8M | 17 | 0 |
| Mar 2021 | $365.8M | $346M | $19.8M | 17 | 0 |
| Sep 2020 | $327.8M | $308.7M | $19.1M | 17 | 1 |
| Aug 2020 | $327.8M | $308.7M | $19.1M | 17 | 1 |
| Aug 2020 | $327.8M | $308.7M | $19.1M | 17 | 1 |
| Jul 2020 | $327.8M | $308.7M | $19.1M | 17 | 1 |
| Jul 2020 | $327.8M | $308.7M | $19.1M | 17 | 1 |
| May 2020 | $327.8M | $308.7M | $19.1M | 17 | 1 |
| Apr 2020 | $327.8M | $308.7M | $19.1M | 17 | 1 |
| Sep 2019 | $268.7M | $221.6M | $47.1M | 15 | 1 |
| Aug 2019 | $268.7M | $221.6M | $47.1M | 15 | 1 |
| Apr 2019 | $268.7M | $221.6M | $47.1M | 15 | 1 |
| Jul 2018 | $252.2M | $202.3M | $49.8M | 10 | 1 |
| Mar 2018 | $252.2M | $202.3M | $49.8M | 10 | 1 |
| Dec 2017 | $171.2M | $150.3M | $20.9M | 10 | 1 |
| Jul 2017 | $171.2M | $150.3M | $20.9M | 10 | 200 |
| Jul 2017 | $171.2M | $150.3M | $20.9M | 10 | 200 |
| Mar 2017 | $171.2M | $150.3M | $20.9M | 10 | 200 |
| Nov 2016 | $110.5M | $69.8M | $40.7M | 7 | 100 |
| Nov 2016 | $110.5M | $69.8M | $40.7M | 7 | 100 |
| Oct 2016 | $110.5M | $69.8M | $40.7M | 7 | 100 |
| Oct 2016 | $110.5M | $69.8M | $40.7M | 7 | 100 |
| Jul 2016 | $110.5M | $69.8M | $40.7M | 7 | 100 |
| Jul 2016 | $110.5M | $69.8M | $40.7M | 7 | 100 |
| Mar 2016 | $110.5M | $69.8M | $40.7M | 7 | 100 |
| Mar 2016 | $110.5M | $69.8M | $40.7M | 7 | 100 |
| Feb 2016 | $110.5M | $69.8M | $40.7M | 2 | 100 |
| Jan 2016 | $110.5M | $69.8M | $40.7M | 2 | 100 |
| Jan 2016 | $110.5M | $69.8M | $40.7M | 2 | 100 |
| Jan 2016 | $110.5M | $69.8M | $40.7M | 2 | 100 |
| Jan 2016 | $110.5M | $69.8M | $40.7M | 2 | 100 |
| Dec 2015 | $0 | $0 | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
| Oct 2015 | $0 | $0 | $0 | 2 | 0 |
| Sep 2015 | $0 | $0 | $0 | 2 | 0 |
| Sep 2015 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$331.2M
Discretionary$311.9M
Non-Disc.$19.3M
Employees19
Clients0
DateAug 2025
Total AUM$331.2M
Discretionary$311.9M
Non-Disc.$19.3M
Employees19
Clients0
DateMar 2025
Total AUM$331.2M
Discretionary$311.9M
Non-Disc.$19.3M
Employees19
Clients0
DateFeb 2025
Total AUM$270M
Discretionary$250.4M
Non-Disc.$19.5M
Employees18
Clients0
DateMar 2024
Total AUM$270M
Discretionary$250.4M
Non-Disc.$19.5M
Employees18
Clients0
DateJan 2024
Total AUM$224.2M
Discretionary$196.1M
Non-Disc.$28.1M
Employees17
Clients0
DateMar 2023
Total AUM$224.2M
Discretionary$196.1M
Non-Disc.$28.1M
Employees17
Clients0
DateMar 2022
Total AUM$467.5M
Discretionary$405.1M
Non-Disc.$62.4M
Employees17
Clients0
DateNov 2021
Total AUM$365.8M
Discretionary$346M
Non-Disc.$19.8M
Employees17
Clients0
DateApr 2021
Total AUM$365.8M
Discretionary$346M
Non-Disc.$19.8M
Employees17
Clients0
DateMar 2021
Total AUM$365.8M
Discretionary$346M
Non-Disc.$19.8M
Employees17
Clients0
DateSep 2020
Total AUM$327.8M
Discretionary$308.7M
Non-Disc.$19.1M
Employees17
Clients1
DateAug 2020
Total AUM$327.8M
Discretionary$308.7M
Non-Disc.$19.1M
Employees17
Clients1
DateAug 2020
Total AUM$327.8M
Discretionary$308.7M
Non-Disc.$19.1M
Employees17
Clients1
DateJul 2020
Total AUM$327.8M
Discretionary$308.7M
Non-Disc.$19.1M
Employees17
Clients1
DateJul 2020
Total AUM$327.8M
Discretionary$308.7M
Non-Disc.$19.1M
Employees17
Clients1
DateMay 2020
Total AUM$327.8M
Discretionary$308.7M
Non-Disc.$19.1M
Employees17
Clients1
DateApr 2020
Total AUM$327.8M
Discretionary$308.7M
Non-Disc.$19.1M
Employees17
Clients1
DateSep 2019
Total AUM$268.7M
Discretionary$221.6M
Non-Disc.$47.1M
Employees15
Clients1
DateAug 2019
Total AUM$268.7M
Discretionary$221.6M
Non-Disc.$47.1M
Employees15
Clients1
DateApr 2019
Total AUM$268.7M
Discretionary$221.6M
Non-Disc.$47.1M
Employees15
Clients1
DateJul 2018
Total AUM$252.2M
Discretionary$202.3M
Non-Disc.$49.8M
Employees10
Clients1
DateMar 2018
Total AUM$252.2M
Discretionary$202.3M
Non-Disc.$49.8M
Employees10
Clients1
DateDec 2017
Total AUM$171.2M
Discretionary$150.3M
Non-Disc.$20.9M
Employees10
Clients1
DateJul 2017
Total AUM$171.2M
Discretionary$150.3M
Non-Disc.$20.9M
Employees10
Clients200
DateJul 2017
Total AUM$171.2M
Discretionary$150.3M
Non-Disc.$20.9M
Employees10
Clients200
DateMar 2017
Total AUM$171.2M
Discretionary$150.3M
Non-Disc.$20.9M
Employees10
Clients200
DateNov 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees7
Clients100
DateNov 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees7
Clients100
DateOct 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees7
Clients100
DateOct 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees7
Clients100
DateJul 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees7
Clients100
DateJul 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees7
Clients100
DateMar 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees7
Clients100
DateMar 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees7
Clients100
DateFeb 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees2
Clients100
DateJan 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees2
Clients100
DateJan 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees2
Clients100
DateJan 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees2
Clients100
DateJan 2016
Total AUM$110.5M
Discretionary$69.8M
Non-Disc.$40.7M
Employees2
Clients100
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0