North Castle Partners, LLC
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Overview
North Castle Partners, LLC is an advisory company headquartered in Greenwich, Connecticut. The company controls $1.3 billion in total assets across six client accounts, placing it among the larger investment advisory firms in the United States by assets under management (AUM). North Castle Partners, LLC has a small team, including 14 financial advisors. North Castle Partners, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, options and equities.
North Castle Partners, LLC manages zero of the company's client assets on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without needing the client's authorization. It also administers six non-discretionary accounts with a total of $1.3 billion in assets. North Castle Partners, LLC's average account size is $210.6 million. The typical advisor at North Castle Partners, LLC administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The firm's headquarters is at 183 East Putnam Avenue, Greenwich, Connecticut 6830. North Castle Partners, LLC is registered to serve customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
North Castle Partners, LLC by the Numbers
$1.3 billion
15
6
$210.6 million
Fee Structure
A financial advisor's fees typically vary depending on the financial services offered. However, fees charged by the firm likely consist of any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its six clients, North Castle Partners, LLC's biggest client type is pooled investment vehicles. None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
North Castle Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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