250 Nicollet Mall
Suite 900
Minneapolis, Minnesota 55401-7546
Tel: 612-851-3000
CASTLELAKE, LP, formally registered with the SEC as CASTLELAKE, LP. The firm was established in 06/07/2011. They have over 8 offices throughout the country.
CASTLELAKE, L.P. is a Minneapolis, Minnesota based Financial Planning firm with nearly $24,763,945,023 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 231 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 145165 |
SEC# | 801-72310 |
Assets Managed by Firm | $24,763,945,023 |
No. of Clients | 34 |
No. of Advisors | 231 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 34 | $24,763,945,023 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$414,380,098,355 | 1953584 | 14187 | |
$146,724,120,981 | 88 | 106 | |
$118,495,198,000 | 3 | 175 | |
$117,569,820,349 | 67 | 3940 | |
$91,977,426,165 | 282 | 79 |
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