


CastlePoint Investment Group Revenue
Investment Management • Sandy Springs, Georgia, United States • 1-10 Employees
CastlePoint Investment Group revenue & valuation
| Annual revenue | $17,100,000 |
| Revenue per employee | $5,675,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $54,500,000 |
| Total funding | No funding |
Key Contact at CastlePoint Investment Group
Donald Tuttle
Senior Advisor and Director
Company overview
| Headquarters | 814 Greyfield Ln, Sandy Springs, Georgia 30350, US |
| Phone number | +14153731170 |
| Website | |
| NAICS | 5231 |
| Keywords | Family Office, Valuation, Financial Analysis, Equity Research, Portfolio Management, Fundamental Research, Investment Advisor, Investment Process, Active Asset Allocation |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
About CastlePoint Investment Group
CastlePoint Investment Group is a privately held family office specializing in creating wealth for clients by actively managing focused, large cap equity portfolios and using index funds for exposure to other asset classes. The firm began offering its flagship large cap equity product in 2005. The firm’s founder, John G. Alexander, CFA, began his investment career managing almost $2 billion in focused large cap equity portfolios for institutional clients in addition to co-managing the $5 billion equity portion of a Morningstar top-rated balanced mutual fund. CastlePoint's Senior Advisor and Director, Donald L. Tuttle, CFA, is a former member of the Board of Trustees of Bank One’s One Group mutual funds totaling over $100 billion in assets, the Board of the College for Financial Planning and the Board of the Federal Home Loan Bank of Indianapolis. He is the author or editor of six books and numerous articles, including the third edition of Managing Investment Portfolios: A Dynamic Process (2007). CastlePoint offers a disciplined, long-term investment approach that focuses on capital preservation while generating superior risk-adjusted returns over a full market cycle.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
CastlePoint Investment Group has never raised funding before.
CastlePoint Investment Group Tech Stack
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