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NORTH CASTLE PARTNERS, LLC

NEW YORK, NY · CRD 158213 · IAPD ↗ · northcastlepartners.com · 203 862 3210

$1.32BRegulatory AUM
11Advisory reps
13Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — NORTH CASTLE PARTNERS, LLC reported RAUM down 27% ($1.80B -> $1.32B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
November 2024 — NORTH CASTLE PARTNERS, LLC moved its main office from GREENWICH, CT to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
November 2024 — NORTH CASTLE PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — NORTH CASTLE PARTNERS, LLC reported RAUM up 30% ($1.26B -> $1.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.