{
  "crd_number": 170379,
  "slug": "castlestone-management-llc-ridgewood-nj-170379",
  "primary_business_name": "CASTLESTONE MANAGEMENT LLC",
  "legal_name": "CASTLESTONE MANAGEMENT LLC",
  "dbas": [],
  "city": "Ridgewood",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-03-20",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2025-03-12",
  "carried_forward": false,
  "raum_total": 46000000.0,
  "raum_discretionary": 46000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 46000000.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ"
  ],
  "websites": [
    "https://castlestonemanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170379",
  "city_as_filed": "RIDGEWOOD",
  "url": "https://advisorcensus.com/firm/castlestone-management-llc-ridgewood-nj-170379",
  "display_name": "Castlestone Management LLC",
  "summary": "Castlestone Management LLC is a state-registered investment advisory firm in Ridgewood, NJ, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2025.",
  "citation": "AdvisorCensus. Castlestone Management LLC (CRD 170379): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Castlestone Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Castlestone Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Castlestone Management LLC located?",
      "a": "Castlestone Management LLC's principal office is in Ridgewood, NJ, according to its Form ADV."
    },
    {
      "q": "Is Castlestone Management LLC registered with the SEC or a state?",
      "a": "Castlestone Management LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 170379."
    },
    {
      "q": "How much does Castlestone Management LLC manage?",
      "a": "Castlestone Management LLC reports $46,000,000 in regulatory assets under management in its Form ADV filing dated March 12, 2025 (100% discretionary)."
    },
    {
      "q": "What types of clients does Castlestone Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does Castlestone Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170379"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/castlestone-management-llc-ridgewood-nj-170379.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 46000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170379",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}