Castalia Advisors LLC is an adviser based in Rye Brook. It manages $7.88 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.
Castalia Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Castalia Advisors LLC is $7.88 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Castalia Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Castalia Advisors LLC performs its advisory services is located at 800 Westchester Avenue, Rye Brook, NY 10573 1376, which is also the mailing address of the firm. An additional office of the firm is in Pound Ridge, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-733-7380 or by fax 914-251-0308. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at castaliaadvisors.com.