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- Custodian
- Charles Schwab & Company · JP Morgan · T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-07-2013
- Office Locations
- 2
Office Locations
About MB Advisors LLC
Castlewood Capital Partners is a Dallas-based, value-oriented investor and advisor focused on public and private equity markets. Led by Principal Richard Diamond, the firm brings 25+ years across investment management, corporate finance, and strategic/business restructurings, with deep private equity experience in control investments and recapitalizations. Diamond’s board work and intermediary relationships are a differentiator for sourcing and execution.
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Investment Themes
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Owner & Executives
MARC LOUIS BAYLIN
Chief Compliance Officer, Chief Investment Officer, Senior Advisor
- CRD
- #1985514
- Ownership
- 75% or more
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RICHARD BRUCE DIAMOND
Director
- CRD
- #1733658
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,348,442 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,348,442 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,348,442
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $324,463,942 | 21.5% |
| Cash | $440,667,308 | 29.2% |
| Derivatives | $431,612,500 | 28.6% |
| Equity - OTC | $312,390,865 | 20.7% |
| Total | $1,509,134,615 | 100.0% |