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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
About Castleton Partners, LLC
Castleton Partners, LLC is a Clermont-based RIA. The firm has been operating for 20 years. Managing $142.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Northern Trust.
Reported data analysis
What the numbers show
Between April 9, 2025 and April 17, 2026, reported AUM increased 2.2%, from $139.3M to $142.4M.
Across 5 reported observations, AUM decreased 1.6% between March 15, 2022 and April 17, 2026, from $144.7M to $142.4M.
Of the latest reported AUM, 62.7% is discretionary and 37.3% is non-discretionary.
The firm reports 1 advisory representatives and 16 clients, or 16 clients per representative. That equates to $8.9M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on April 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Castleton Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEAN MICHAEL REINOSO
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer
- CRD
- #5396551
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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| 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
SMA allocation detail is available
Castleton Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.