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Umberto Perez

PrincipalCastleview Partners, LLCCRD 4149270

About Umberto Perez

Umberto Perez is listed as Principal at Castleview Partners, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Castleview Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Umberto Perez work?

Umberto Perez is listed as Principal at Castleview Partners, LLC on SEC Form ADV.

How much of Castleview Partners, LLC does Umberto Perez own?

Form ADV reports a beneficial ownership band of 10-25%.

Castleview Partners, LLC

TitlePrincipal
Ownership10-25%
Control personYes
Since2015