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CASTLEKNIGHT MANAGEMENT LP

NEW YORK, NY · CRD 309435 · IAPD ↗ · castleknight.com · 212 - 852 - 6300

$4.10BRegulatory AUM
8Advisory reps
13Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — CASTLEKNIGHT MANAGEMENT LP reported RAUM up 49% ($2.75B -> $4.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — CASTLEKNIGHT MANAGEMENT LP reported RAUM up 75% ($1.57B -> $2.75B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CASTLEKNIGHT MANAGEMENT LP crossed $1B in regulatory AUM ($874.6M -> $1.57B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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