Castlelake, LP

Castlelake, LP (CRD# 145165) is a financial advisory firm headquartered in Minneapolis, MN. They manage $26,316,985,845 in 37 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
250 Nicollet Mall, Suite 900, Minneapolis, MN 55401
https://www.facebook.com/castlelake-159633640723857/
By the Numbers
  • Total Assets Under Management
    26,317
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $711,269,888
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, NY, TX

Financial Advisors at Castlelake, LP
Showing 1 - 1 of 1 top financial advisors.
1
Alan Gearing, financial advisor Dallas TX
Alan B. Gearing
CRD#: 6949423
Dallas, TX

Alan Gearing (CRD# 6949423) is an Investment Advisor Representative working at Castlelake, LP in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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