$142.4M Total AUM
$89.2M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-14-2006
- Office Locations
- 1
Office Locations
-- Clermont NY
About Castleton Partners, LLC
Castleton Partners, LLC is a Clermont-based RIA. The firm has been operating for 19 years. Managing $142.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Northern Trust. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$142.4M AVG AUM / ADVISOR
$8.9M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Signal pathway Pathway Vital
Client Personas
Vector
Investment Themes
Signal element
Investment Vehicles
Quantum Harbor insight
Services
Crest Glacier Ridge pathway Element
Owner & Executives
J
JEAN MICHAEL REINOSO
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer
- CRD
- #5396551
- Ownership
- Less than 5%
(984) 868-3191
horizon.element@beaconcapital.com
in linkedin.com/in/ridge-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,249,837 | $3,880,428 |
| Non-Discretionary | $53,162,138 | $53,162,138 |
| Total | $142,411,975 | $5,933,832 |
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Separately Managed Accounts
Total SMA Asset: $142,411,975
Municipal Bonds:
20.9% Public Funds:
27.4% U.S. Government/Agency:
14.5% Cash:
18.5% Corporate - Investment Grade:
7.7% Equity - Exchange:
11.0% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,053,463,349 | 20.9% |
| Public Funds | $1,381,095,491 | 27.4% |
| U.S. Government/Agency | $730,871,701 | 14.5% |
| Cash | $932,491,481 | 18.5% |
| Corporate - Investment Grade | $388,118,076 | 7.7% |
| Equity - Exchange | $554,454,395 | 11.0% |
| Total | $5,040,494,493 | 100.0% |