CASTLEVIEW PARTNERS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 281410). Regulatory assets under management: $416.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Umberto Perez | PRINCIPAL | — |
| Douglas Wayne Gill | CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| David Moises Fajardo | PRINCIPAL, DIRECTOR OF CAPITAL MARKETS | — |
| CHAMBERLAIN BRITON MICHAEL | PRINCIPAL, CCO | — |
| GILL DOUGLAS WAYNE | CCO; CHIEF COMPLIANCE OFFICER; PRINCIPAL, CCO (+4 more) | — |
| PEREZ UMBERTO | MEMBER, MANAGER; MEMBER, PRINCIPAL; PRINCIPAL | — |
| MANSUR MICHAEL PETER | MEMBER; MEMBER, MANAGER; PRINCIPAL | — |
| HELLER LAWRENCE C | PRINCIPAL, CIO | — |
| FAJARDO DAVID MOISES | PRINCIPAL, DIRECTOR OF CAPITAL MARKETS | — |