| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Clark Kelakos Haberstroh | Partner And Treasurer | Under 5% | 2017 |
| Charles Wesley Kelakos Haberstroh Control | President, Ceo, Cio And Cco | Under 5% | 2000 |
| Cka Holdings LLC Control | Parent Company And Sole Member | Over 75% | 2000 |
Castlekeep Investment Advisors LLC reports $827.7 million in regulatory assets under management on its Form ADV.
Castlekeep Investment Advisors LLC reports 6 employees.
Castlekeep Investment Advisors LLC is based in Westport, CT and has been SEC-registered since 2001.
Castlekeep Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 257 Riverside Avenue, 2nd Floor, Westport, CT 06880-4822 |
| Phone | 203.682.7200 |
| Fax | 860.999.9931 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1404780 |
| Discloses disciplinary history | No |
| Discretionary | $297.8M |
| Non-discretionary | $529.9M |
| Total (RAUM) | $827.7M |