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Capitalcastle Investment Group Ltda. (Montevideo)


Capitalcastle Investment Group Ltda. is an adviser based in Montevideo. It manages $300 thousand of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2015.

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Capitalcastle Investment Group Ltda provides portfolio management for individuals and small businesses and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capitalcastle Investment Group Ltda: assets under management

The assets under management (AUM) of Capitalcastle Investment Group Ltda. is $300 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $300 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capitalcastle Investment Group Ltda. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.

Based in Montevideo

The principal office where Capitalcastle Investment Group Ltda. performs its advisory services is located at Carlos Quijano 1290 Of. 101, Montevideo, 11.100, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +59829088999. The normal business hours are 11 am. to 6 pm. on Monday - Friday. You can find more information about the New York firm at capitalcastle.com/.


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