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CRD#: 44131
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CASTLE HILL CAPITAL PARTNERS, INC. is located at 216 East 45th Street, Suite 1301, New York, NY 10017 and was first established at New York, New York in 09/05/1997. After operating for 28 years, CASTLE HILL CAPITAL PARTNERS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CASTLE HILL CAPITAL PARTNERS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. CASTLE HILL CAPITAL PARTNERS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CASTLE HILL CAPITAL PARTNERS, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CASTLE HILL CAPITAL PARTNERS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CASTLE HILL CAPITAL PARTNERS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CASTLE HILL CAPITAL PARTNERS, INC. Comes From

Understanding the Statistics for CASTLE HILL CAPITAL PARTNERS, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
216 East 45th Street, Suite 1301, New York, NY 10017
Mailing Address
216 East 45th Street, Suite 1301, New York, NY 10017
Firm Size
Small
Phone Number
(212) 784-6104
Established
New York since 09/05/1997
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SAUNDERS, ANDREW O'BRIENPRESIDENT5690785
WEBSTER, GEOFFREY LEHMANPRINCIPAL OPERATING OFFICER, PRINCIPAL FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER2561071

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Advisor's working at CASTLE HILL CAPITAL PARTNERS, INC.

KW

Kent Yantis Whitaker

IAR
RR
CRD#: 1542991
Location:
Greenwich, CT 06830
Company:
KP7 INVESTORS LLC
Disclosures:
Experience:
39 years
View Profile
JT

James Rainer Twiford

J Rainer Twiford
IAR
RR
CRD#: 2210271
Location:
Birmingham, AL 35223
Company:
BROOKLINE INVESTMENTS, INC.
Disclosures:
Experience:
34 years
View Profile
JL

James Edward Andrew Loftin

Andrew Loftin, James Edwardandrew Loftin
IAR
RR
CRD#: 4910231
Location:
Birmingham, AL 35223
Company:
BROOKLINE INVESTMENTS, INC.
Disclosures:
Experience:
18 years
View Profile
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