Partner · Castlekeep Investment Advisors
Stephen B. Haberstroh
CRD 4853300 · Named on Form ADV at one SEC-registered adviser
At a glance
Castlekeep Investment Advisors, an SEC-registered asset manager based in Westport, CT with $921 million in regulatory assets, lists Stephen B. Haberstroh on its Form ADV as Partner.
Firms and roles
- Castlekeep Investment AdvisorsPartnerAsset manager · Westport, CT · $921M in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charles W. HaberstrohPresident, CEO, CIO and CCO, Castlekeep Investment Advisors
- Charles C. HaberstrohPartner and Treasurer, Castlekeep Investment Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.