| Name | Title | Ownership | Since |
|---|---|---|---|
| David Moises Fajardo Control | Principal, Director Of Capital Markets | 5-10% | 2018 |
| Douglas Wayne Gill Control | Principal, Chief Executive Officer | Under 5% | 2015 |
| Douglas Wayne Gill Control | Chief Compliance Officer | Under 5% | 2019 |
Castleview Partners, LLC reports $331.2 million in regulatory assets under management on its Form ADV.
Castleview Partners, LLC reports 19 employees.
Castleview Partners, LLC is based in Dallas, TX and has been SEC-registered since 2015.
Castleview Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4851 Lbj Freeway, Suite 850, Dallas, TX 75244 |
| Phone | 214-710-1995 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1737088 |
| Discloses disciplinary history | No |
| Discretionary | $311.9M |
| Non-discretionary | $19.3M |
| Total (RAUM) | $331.2M |