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Family Office - Multi • Westport, United States

CastleKeep Investment Advisors

CastleKeep Investment Advisors is a family office - multi based in Westport, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$700M
Assets Under Mgmt
Family Office - Multi
Investor Type
Westport, United States
Headquarters
About

CastleKeep Investment Advisors

CastleKeep Investment Advisors LLC (CastleKeep) is a family-owned, independent Registered Investment Advisor (RIA) located in Westport, Connecticut. CastleKeep is headquartered in Fairfield County, Connecticut but serves clients all over the United States and the rest of the world.Charles Haberstroh established CastleKeep in 2000 with the founding principle that very wealthy client families deserve a more independent, flexible and personal level of service than that typically provided by large financial institutions. We don't sell product. We provide our clients with the powerful combination of unbiased financial advice and the global breadth of an Old World private bank.

Investment Focus

What CastleKeep Investment Advisors Invests In

Investment types: Joint Venture/Partner, Management Partnership, Asset Disposition

Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Real Estate Services & Management, Investment Management, Conservative Allocation Finance, Financial Services, Real Estate, Real Estate Services & Management & Management, Traditional Investments (Liquid Assets)

Preferred geographies: Global, United States

Location: 257 Riverside Avenue, 2Nd Floor\nWestport\nConnecticut\n68804822\nUnited States

Contact CastleKeep Investment Advisors

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.