CastleKeep Investment Advisors LLC
Overview
CastleKeep Investment Advisors LLC is a family-owned, independent Registered Investment Advisor based in Westport, Connecticut, offering personalized wealth management services to high-net-worth individuals and families. Founded in 2000 by Charles W.K. Haberstroh, the firm emphasizes a more personalized and flexible level of service for wealthy client families, distinguishing itself by not selling products and providing unbiased financial advice. The firm offers tailored wealth management solutions, focusing on individualized investment strategies rather than model portfolios, utilizing top-tier investment managers from around the world. CastleKeep also provides family office solutions, acting as a personal CFO for clients' financial affairs, ensuring a collaborative approach through its unique Roundtable concept. Over the years, CastleKeep has grown to manage nearly $1 billion in investments, serving clients in Fairfield County, throughout the greater Tri-State Area, and across the globe. The firm's commitment to personalized service and unbiased advice has been a cornerstone of its success, allowing it to build long-term relationships with clients and adapt to their evolving financial needs. In 2025, CastleKeep celebrated its 25th anniversary, reflecting on its journey from a small startup to a respected firm in the wealth management industry. The firm continues to focus on delivering comprehensive financial solutions, including discretionary investment management, advisory services, and family office solutions, to meet the diverse needs of its high-net-worth clientele.
Investment Focus
- High-net-worth individuals and families seeking personalized wealth management services
Portfolio Companies
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Unlock full contacts →Frequently asked questions about CastleKeep Investment Advisors LLC
What sectors does CastleKeep Investment Advisors LLC invest in?
CastleKeep Investment Advisors LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Westport, Connecticut, United States. CastleKeep Investment Advisors LLC is listed as a family office in the ConnectSafely investor database.
What stage does CastleKeep Investment Advisors LLC invest at?
CastleKeep Investment Advisors LLC backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does CastleKeep Investment Advisors LLC invest in?
CastleKeep Investment Advisors LLC invests across United States and Global.
Who are the partners at CastleKeep Investment Advisors LLC?
Team members listed for CastleKeep Investment Advisors LLC include Steve Haberstroh (Partner) and Lauren Quesada (Partner).
What companies has CastleKeep Investment Advisors LLC invested in?
CastleKeep Investment Advisors LLC's portfolio includes Tortoise Capital Series Trust, Invesco Exchange Traded Fund Trust, Harris Oakmark ETF Trust, Managed Portfolio Series, Catalyst Pharma Inc. and Cirrus Logic Inc..
How do I contact CastleKeep Investment Advisors LLC?
CastleKeep Investment Advisors LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
