Castle Creek Advisors Iv LLC

Castle Creek Advisors Iv LLC (CRD# 158079) is a financial advisory firm headquartered in San Diego, CA. They manage $978,730,706 in 7 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    979
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $139,818,672
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Castle Creek Advisors Iv LLC
No Advisor Found.
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