United States · Investor

CastleKeep

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Investment firmUnknownLast fund, Feb 2019

AccountingAdviceBilling

Cheques on record

No rounds observed yetA limit of the sources we read, not a finding about the firm.

Pitch CastleKeep

What they do

Type
Investment firm (from a list, unverified)
Cheque size
Not stated
Sectors
AccountingAdviceBilling
Based in
Westport, United States
Cold pitches
Not stated

The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration3 named

CWCharles Wesley Kelakos HaberstrohPresident, CEO, CIO and CCOiForm ADV
RERobert Ernest HermansonFund Closed as of 12-31-18 No InvestorsiFiling they signed
SBStephen Braden Kelakos HaberstrohPartneriForm ADV

We also hold 3 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$921Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Castlekeep Investment Advisors LLC
SEC number
CRD 111656

Quick answers about CastleKeep

What does CastleKeep invest in?

CastleKeep says it invests in Accounting, Advice and Billing.

Is CastleKeep investing now?

No investments in the last 12 months.

What kind of investor is CastleKeep?

CastleKeep is an investment firm based in Westport, United States.

How much does CastleKeep manage?

About $921M, as regulatory assets under management (Oct 2026).

Has CastleKeep raised a new fund?

Its latest fund filing with the SEC was in Feb 2019.

When was CastleKeep founded?

CastleKeep was founded in 2000.

Where does this information on CastleKeep come from?

From public registers and its own website, checked and rebuilt every night.

Raising now?

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it