KASTEL CAPITAL ADVISORS, LLC

KASTEL CAPITAL ADVISORS, LLC of WELLESLEY, MA is an SEC-registered investment adviser (CRD 226520). Regulatory assets under management: $193.3M.

Registration

• CRD: 226520
• SEC file number: 801-117355
• Type: Registered investment adviser
• Location: 40 GROVE STREET, SUITE 190, WELLESLEY, MA, 02482
• Phone: (888) 622-2285
• Latest filing: 2026-06-01
• Regulatory AUM: $193.3M
• Discretionary AUM: $150.2M
• Non-discretionary AUM: $43.1M
• Clients: 3
• Accounts: 265

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226520 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search