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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 10 clients, or 5 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on January 27, 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 MB Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARC LOUIS BAYLIN
Chief Compliance Officer, Chief Investment Officer, Senior Advisor
- CRD
- #1985514
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD BRUCE DIAMOND
Director
- CRD
- #1733658
Showing 1 of 2 contacts
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
SMA allocation detail is available
MB Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.