# CASTLEKEEP INVESTMENT ADVISORS LLC

CASTLEKEEP INVESTMENT ADVISORS LLC of WESTPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 111656
- Type: SEC-registered investment adviser
- SEC file number: 801-60338
- Location: 257 RIVERSIDE AVENUE, 2ND FLOOR, WESTPORT, CT, 06880-4822
- Phone: 203.682.7200
- Latest filing: 2026-03-18
- Regulatory AUM: $920.8M
- Discretionary AUM: $327.9M
- Non-discretionary AUM: $592.9M
- Clients: 5
- Accounts: 464

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Charles Wesley Kelakos Haberstroh | MEMBER; PRESIDENT, CEO, CIO AND CCO | — |
| Stephen Braden Kelakos Haberstroh | PARTNER | — |
| Charles Clark Kelakos Haberstroh | PARTNER AND TREASURER | — |
| HABERSTROH CHARLES WESLEY | MEMBER; PRESIDENT | — |
| ROSENKRANTZ MARINA | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | — |
| COMAS SANDRA HELEN | VICE PRESIDENT | — |
| HABERSTROH STEPHEN BRADEN KELAKOS | MANAGING DIRECTOR; MANAGING DIRECTOR AND TREASURER; MEMBER (+7 more) | — |
| HABERSTROH CHARLES CLARK | VICE PRESIDENT AND TREASURER | — |
| PERRIN NANCY SCHUMAN | CORPORATE SECRETARY | — |
| FREEMAN MARY ELIZABETH | MEMBER | — |
| RAGAN THOMAS CAMERON | MEMBER | — |
| QUESADA LAUREN MICHELE | PORTFOLIO ASSISTANT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111656/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111656/similar
- Related entities: https://search.stillhousedata.com/firm/111656/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111656

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.