NORTH CASTLE PARTNERS, LLC

49 West 27th Street
New York, New York 10001
Tel: 203 862 3210

About NORTH CASTLE PARTNERS, LLC

NORTH CASTLE PARTNERS, LLC, formally registered with the SEC as NORTH CASTLE PARTNERS, LLC. The firm was established in 03/12/2012. They have over 2 offices throughout the country.

NORTH CASTLE PARTNERS, LLC is a New York, New York based Financial Planning firm with nearly $1,638,353,029 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158213
SEC#	801-73792
Assets Managed by Firm	$1,638,353,029
No. of Clients	11
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$1,638,353,029

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