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Kastel Capital Advisors, LLC

● SEC registered since 2019CRD 226520SEC# 801-117355Wellesley, MA
Export (members)
Reg. AUM
$164.6M
Employees
3
Accounts
245
Location
Wellesley, MA

Kastel Capital Advisors, LLC assets under management

Kastel Capital Advisors, LLC is an SEC-registered investment adviser based in Wellesley, MA. The firm has been registered since 2019. It reports $164.6 million in regulatory assets under management and employs 3 people.
twitter.com/kastelcapitalView on SEC.gov ↗

Kastel Capital Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Drasko "nmn" Kovrlija ControlPresident & Chief Compliance OfficerOver 75%2015
Matthew Vassar PierceShareholder10-25%2022

Frequently asked questions

How much does Kastel Capital Advisors, LLC manage?

Kastel Capital Advisors, LLC reports $164.6 million in regulatory assets under management on its Form ADV.

How many employees does Kastel Capital Advisors, LLC have?

Kastel Capital Advisors, LLC reports 3 employees.

Where is Kastel Capital Advisors, LLC located?

Kastel Capital Advisors, LLC is based in Wellesley, MA and has been SEC-registered since 2019.

Does Kastel Capital Advisors, LLC disclose fund performance?

Kastel Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 Grove Street, Suite 190, Wellesley, MA 02482
Phone(888) 622-2285
Office hoursOffice Visits By Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.6M
Non-discretionary$37M
Total (RAUM)$164.6M