CASTLELAKE, L.P.

MINNEAPOLIS, Minnesota·11 registered advisors·CRD# 145165
SEC# 801-723106612-851-3000
01

Firm Overview

AUM
$26.3B
Regulatory assets under management
Employees
224
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: SERVICING FEES
03

Specialties

Retirement Planning
04

Advisors at CASTLELAKE, L.P.

11 registered advisors
Brad Lee Farrell
MINNEAPOLIS, Minnesota
Daniel Joseph Mcnally
MINNEAPOLIS, Minnesota
David James Parrin
MINNEAPOLIS, Minnesota
Evan Andrew Carruthers
MINNEAPOLIS, Minnesota
John Kirk Ogren
MINNEAPOLIS, Minnesota
Julie Kay Braun
MINNEAPOLIS, Minnesota
Maria Rose Romolo
MINNEAPOLIS, Minnesota
Peter Hughes Glerum
MINNEAPOLIS, Minnesota
Rory Joseph O'neill
MINNEAPOLIS, Minnesota
Sachin Shah
MINNEAPOLIS, Minnesota
Yen-Wah Lam
MINNEAPOLIS, Minnesota
05

Office Locations

MINNEAPOLIS, Minnesota
11 advisors

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Data sourced from SEC Form ADV filings. CASTLELAKE, L.P. (CRD# 145165) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.