# CASTLEVIEW PARTNERS, LLC

CASTLEVIEW PARTNERS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 281410
- Type: SEC-registered investment adviser
- SEC file number: 801-106652
- Location: 4851 LBJ FREEWAY, SUITE 850, DALLAS, TX, 75244
- Phone: 214-710-1995
- Latest filing: 2026-05-06
- Regulatory AUM: $416.9M
- Discretionary AUM: $413.0M
- Non-discretionary AUM: $3.8M
- Clients: 22
- Accounts: 1,894

## Business model

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

## Officers, owners & control persons (9)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281410/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281410/similar
- Related entities: https://search.stillhousedata.com/firm/281410/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281410

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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.