CASTLELAKE, L.P.

250 Nicollet Mall
Suite 900
Minneapolis, Minnesota 55401-7546
Tel: 612-851-3000

About CASTLELAKE, L.P.

CASTLELAKE, LP, formally registered with the SEC as CASTLELAKE, LP. The firm was established in 06/07/2011. They have over 7 offices throughout the country.

CASTLELAKE, L.P. is a Minneapolis, Minnesota based Financial Planning firm with nearly $26,316,985,845 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 224 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145165
SEC#	801-72310
Assets Managed by Firm	$26,316,985,845
No. of Clients	37
No. of Advisors	224

Fee Structure

A percentage of AUM
Performance Based
Other (SERVICING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	37	$26,316,985,845

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