# CASTLE ASSET MANAGEMENT, LLC

CASTLE ASSET MANAGEMENT, LLC of HAUPPAUGE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 131910
- Type: SEC-registered investment adviser
- SEC file number: 801-66317
- Location: 145 MARCUS BLVD., SUITE 1, HAUPPAUGE, NY, 11788
- Phone: 631-952-3700
- Latest filing: 2021-05-13
- Regulatory AUM: $334.6M
- Discretionary AUM: $334.6M
- Clients: 3
- Accounts: 735

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| HATZFELD JOEY EDWARD | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| CAFFREY JOHN DAVID | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131910/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131910/similar
- Related entities: https://search.stillhousedata.com/firm/131910/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131910

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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.