Casla Capital Partners LLC (New Hope)

Name: Casla Capital Partners LLC
Address: 41 N. Main Street, New Hope, PA, 18938
Telephone: 646-873-7655

Casla Capital Partners LLC is a large advisory firm based in New Hope. It manages $315.5 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Delaware and Pennsylvania.

Casla Capital Partners 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.

Casla Capital Partners: assets under management

The assets under management (AUM) of Casla Capital Partners LLC is $315.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $315.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.07 million each.

Casla Capital Partners has custody of $3.6 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Casla Capital Partners LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jared Paul Rochwerg	Limited partner	1 Jul 2012	75% - 100%	4673952

Based in New Hope

The principal office where Casla Capital Partners LLC performs its advisory services is located at 41 N. Main Street, New Hope, PA 18938, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-873-7655 or by fax 646-304-1511. The normal business hours are 8 am - 6 pm on Monday - Friday. You can find more information about the New York firm at caslapartners.com.

Casla Capital Partners LLC (New Hope)

Casla Capital Partners: assets under management

Fees & Commissions

Indirect Owners

Based in New Hope

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