PPrivate Fund Data Log in Join · $37/mo

Casilio Leitch Investments, LLC

● SEC registered since 2017CRD 173152SEC# 801-110379Walnut Creek, CA
Export (members)
Reg. AUM
$235.1M
Employees
4
Accounts
325
Location
Walnut Creek, CA

Casilio Leitch Investments, LLC assets under management

Casilio Leitch Investments, LLC is an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2017. It reports $235.1 million in regulatory assets under management and employs 4 people.

Casilio Leitch Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
Corey Charles Casilio ControlManaging Member50-75%2014
William Elton Leitch ControlManaging Member, Cco50-75%2014

Frequently asked questions

How much does Casilio Leitch Investments, LLC manage?

Casilio Leitch Investments, LLC reports $235.1 million in regulatory assets under management on its Form ADV.

How many employees does Casilio Leitch Investments, LLC have?

Casilio Leitch Investments, LLC reports 4 employees.

Where is Casilio Leitch Investments, LLC located?

Casilio Leitch Investments, LLC is based in Walnut Creek, CA and has been SEC-registered since 2017.

Does Casilio Leitch Investments, LLC disclose fund performance?

Casilio Leitch Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1990 N.california Blvd, Suite 830, Walnut Creek, CA 94596
Phone925-448-2215
Fax925-482-1495
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK801110379
Discloses disciplinary historyNo

Assets under management

Discretionary$235.1M
Non-discretionary$0
Total (RAUM)$235.1M