Castleton Partners, Llc
- Regulatory AUM
- $142M
- Discretionary
- $89.2M
- Clients
- 16
- Avg AUM / client
- $8.9M
- Accounts
- 24
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $580K | 0.41% |
| High net worth individuals | 10 | $88.6M | 62.2% |
| Charitable organizations | 1 | $53.2M | 37.3% |
| Corporations and other businesses | 3 | $93.0K | 0.07% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jean Michael Reinoso | Chief Compliance Officer/Chief Executive Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Reinoso & Company, Llc | Manager | Jul 2013 | A | 75% or more |
| Edward J Reinoso Estate | Estate | Jan 2024 | B | ≈ 56.25% – 100% via Reinoso & Company, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Edward J Reinoso Estate: 75% – 100% of Reinoso & Company, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $89.2M (63% of AUM) Apr 2026
- Pershing $77.6M (54% of AUM) Mar 2022
- Northern Trust $53.2M (37% of AUM) Apr 2026
- U.S. Bancorp Investments, Inc. $38.2M (26% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗