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).
Current Firm Details
Castle Creek Advisors Iv LLC
By the Numbers
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Total Assets Under Management979MILLION
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Total Number of Accounts7ACCOUNTS
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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
Registered Investment Advisor
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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