Castle Hill Asset Management LLC is a large advisory firm based in Charlottesville. It manages $1.54 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.
Castle Hill Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Castle Hill Asset Management LLC is $1.54 billion. The firm's AUM has grown by 556% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Castle Hill Asset Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ian Paterson Brown has been acting as President since 1 Apr 2011. Benson Jose joined the executive team most recently as the Chief Compliance Officer, Chief Financial Officer.
The principal office where Castle Hill Asset Management LLC performs its advisory services is located at 400 East Main Street, Charlottesville, VA 22902, which is also the mailing address of the firm. An additional office of the firm is in Summit, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 434-284 4792 or by fax 434-284 4767. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at c-hill.com.