Angus Murray
Angus Murray is a registered investment advisor at Castlestone Management LLC, based in Ridgewood, NJ, with 9 years of industry experience. Angus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Castlestone Management charges a management fee and a retrocession fee for its investment advisory services to offshore investment funds. The management fee varies between 1.00% to 1.75% per year of the fund's net asset value. The retrocession fee varies between 0.5% to 1.00% per year of the fund's gross asset value, depending on the share class. A sales charge between 1% and 6% of the subscription price will be paid by the Fund at the time of subscription with respect to certain share classes.
Location
143 East Ridgewood Ave, Box 510, Ridgewood, NJ, 07450
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Regulatory History (1)
Employment Separation After Allegations
June 1996Other Business Activities
Angus serves as a director and CEO for Castlestone Management Inc. and is a director for several other entities including British Virgin Islands and Cayman Islands registered funds, a family office, Castlestone International Inc., and several property companies. These activities are not investment-related.
Employment History
Current Registrations
Castlestone Management LLC
Previous Registrations
Asset Allocation & Research LLC
Asset Allocation & Research LLC
Castlestone Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.