RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 29, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEICCONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CEONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCO/CEONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCO/CEONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCO/CEONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CCO/CEONA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
GILL, DOUGLAS, WAYNEIPRINCIPAL, CHIEF EXECUTIVE OFFICERNA Control
GILL, DOUGLAS, WAYNEICHIEF COMPLIANCE OFFICERNA Control
MANSUR, MICHAEL, PETERIPRINCIPALNA Control
MANSUR, MICHAEL, PETERIPRINCIPALNA Control
MANSUR, MICHAEL, PETERIPRINCIPALNA Control
MANSUR, MICHAEL, PETERIPRINCIPALNA Control
MANSUR, MICHAEL, PETERIPRINCIPALNA Control
MANSUR, MICHAEL, PETERIPRINCIPALNA Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERE Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
GILL CAPITAL MANAGEMENT, INC.DEMEMBERD Control
CASTLEVIEW ADVISORYDEMEMBERB
CASTLEVIEW ADVISORYDEMEMBERB
CASTLEVIEW ADVISORYDEMEMBERB
CASTLEVIEW ADVISORYDEMEMBERB
CASTLEVIEW ADVISORYDEMEMBERB
CASTLEVIEW ADVISORYDEMEMBERB
MANSUR, MICHAEL, PETERIMEMBER, MANAGERB
MANSUR, MICHAEL, PETERIMEMBER, MANAGERB
MANSUR, MICHAEL, PETERIMEMBER, MANAGERB
MANSUR, MICHAEL, PETERIMEMBER, MANAGERB
MANSUR, MICHAEL, PETERIMEMBER, MANAGERB
MANSUR, MICHAEL, PETERIMEMBER, MANAGERB
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, PRINCIPALB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, MANAGERB Control
PEREZ, UMBERTOIMEMBER, PRINCIPALB Control
PEREZ, UMBERTOIMEMBER, PRINCIPALB Control
PEREZ, UMBERTOIMEMBER, PRINCIPALB Control
PEREZ, UMBERTOIMEMBER, PRINCIPALB Control
PEREZ, UMBERTOIMEMBER, PRINCIPALB Control
PEREZ, UMBERTOIMEMBER, PRINCIPALB Control
PEREZ, UMBERTOIMEMBER, PRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
PEREZ, UMBERTOIPRINCIPALB Control
CHAMBERLAIN, BRITON, MICHAELIPRINCIPAL, CCOA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
FAJARDO, DAVID, MOISESIPRINCIPAL, DIRECTOR OF CAPITAL MARKETSA Control
HELLER, LAWRENCE, CIPRINCIPAL, CIOA Control
HELLER, LAWRENCE, CIPRINCIPAL, CIOA Control
HELLER, LAWRENCE, CIPRINCIPAL, CIOA Control
HELLER, LAWRENCE, CIPRINCIPAL, CIOA Control
HELLER, LAWRENCE, CIPRINCIPAL, CIOA Control
PEREZ, UMBERTOIMEMBER, MANAGERA Control
PEREZ, UMBERTOIMEMBER, MANAGERA Control
PEREZ, UMBERTOIMEMBER, MANAGERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
GILL, DOUGLAS, WAYNEIGILL CAPITAL MANAGEMENT, INC.E Control
MANSUR, MICHAEL, PETERIMIMMJ HOLDING CO., LLC D/B/A CASTLEVIEW ADVISORYE Control
MANSUR, MICHAEL, PETERIMIMMJ HOLDING CO., LLC D/B/A CASTLEVIEW ADVISORYE Control
MANSUR, MICHAEL, PETERIMIMMJ HOLDING CO., LLC D/B/A CASTLEVIEW ADVISORYE Control
MANSUR, MICHAEL, PETERIMIMMJ HOLDING CO., LLC D/B/A CASTLEVIEW ADVISORYE Control
MANSUR, MICHAEL, PETERIMIMMJ HOLDING CO., LLC D/B/A CASTLEVIEW ADVISORYE Control
MANSUR, MICHAEL, PETERIMIMMJ HOLDING CO., LLC D/B/A CASTLEVIEW ADVISORYE Control

Registrations

Federal

IA
Sep 29, 2025 REGISTERED

Notice Filings (11)

AL AR CA FL IL KY NY OH PA TX VA

Address

4851 LBJ FREEWAY
SUITE 850
DALLAS, TX 75244
United States
Phone: 214-710-1995