CASTFIRM ADVISORS LLC

CASTFIRM ADVISORS LLC of GARDEN CITY, NY is an SEC-registered investment adviser (CRD 327519). Regulatory assets under management: $30.0M.

Registration

• CRD: 327519
• SEC file number: 801-136175
• Type: Registered investment adviser
• Location: 377 OAK STREET, SUITE 203, GARDEN CITY, NY, 11530
• Phone: (516) 888-9986
• Latest filing: 2026-05-11
• Regulatory AUM: $30.0M
• Discretionary AUM: $30.0M
• Non-discretionary AUM: $500
• Clients: 3
• Accounts: 34

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327519 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search