Castle Hill Capital Partners

What Castle Hill Capital Partners does

Castle Hill Capital Partners, Inc. is a FINRA-, SEC-, CFTC-, NFA-, and SIPC-registered broker-dealer founded in 2014 by experienced Wall Street professionals who departed a major investment bank. The firm provides institutional placement agent and capital introduction services for alternative investment managers across liquid strategies (hedge funds, CTAs), illiquid strategies (private equity, venture capital, real assets), private placements (private companies, real estate), and liquidity solutions (hedge fund and private equity positions, pre-IPO shares). Its two principal customer segments are alternative investment managers seeking institutional capital and sophisticated institutional investors — family offices, endowments, foundations, and pension funds — seeking differentiated strategies; the firm operates a selective client-acceptance policy and emphasizes a process-driven, customized marketing methodology.

The company runs two core product lines: a Capital Raising Platform executing structured capital introduction processes on behalf of manager clients, and an Affiliates Program (launched 2016) that provides broker-dealer infrastructure — compliance, legal, brokerage, accounting, and operational support — to independent capital-raising professionals who conduct fundraising under Castle Hill's regulatory umbrella. The firm monetizes through placement-agent fees structured as a percentage of management/performance fees or AUM raised from introduced investors, supplemented by affiliate referral economics. Headquartered in New York City, Castle Hill opened a second office in West Palm Beach, Florida in February 2020 and operates an affiliate network of over 25 registered representatives as of 2023, up from 16 in 2019.

Distribution is relationship-driven: the firm has earned five consecutive HFM US Services Awards for "Best Independent Capital Introduction Provider" (2015–2019), hosts the Annual Welcome to Newport Cocktails (11th year in 2024), and participates in webinars, blog content, and co-hosted industry events. Go-to-market combines direct institutional placement activity with channel-partner revenue from the affiliate broker-dealer network and event-led networking across Newport, Miami, and the Fort Lauderdale International Boat Show.

Name

Castle Hill Capital Partners

Legal name

Castle Hill Capital Partners, Inc.

Website

https://castlehillcap.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Castle Hill Capital Partners is a FINRA-registered broker-dealer founded in 2014 that provides institutional placement agent and capital introduction services for alternative investment managers, connecting them with sophisticated institutional investors including family offices, endowments, foundations, and pension funds, and runs an affiliate platform of 25+ registered representatives.

Ownership category

akta.pro rank

Product category

Institutional Capital Introduction / Placement Agent Services

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

akta.pro secondary industries

Private Credit & Direct Lending Fundraising Placement (FSAEALAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Placement agent services
• Capital introduction platform
• Institutional capital raising
• Alternative investment distribution
• Broker-dealer infrastructure

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Placement Agent / Capital Introduction Fees: Castle Hill earns fees for introducing alternative investment managers to institutional investors. The firm enters into selling agreements with hedge funds, private equity funds, and futures funds, receiving a portion of management and/or performance fees charged by funds or their managers for interests sold. CTAs also pay a portion of fees from accounts introduced by Castle Hill.
2. Affiliate Platform Broker-Dealer Infrastructure: Castle Hill provides broker-dealer infrastructure to registered affiliates, earning revenue from their capital raising activities under the firm's regulatory umbrella. Affiliates are compensated contractually as a percentage of assets or fees raised.
3. Institutional Placement Agent Services: The firm is compensated for referred investors who allocate to alternative investment vehicles managed by investment managers contractually engaged by CHCP. CHCP and/or its officers/partners and/or affiliates may have a financial interest in such alternative investments.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Core offering

Castle Hill Capital Partners is a FINRA-registered broker-dealer that delivers institutional placement agent and capital introduction services for alternative investment managers, introducing their strategies to family offices, endowments, foundations and pension funds. The firm also operates an Affiliates Program that provides licensed capital raising professionals with broker-dealer infrastructure, compliance support and operational back-office. Service coverage spans liquid strategies (hedge funds, CTAs), illiquid strategies (private equity, venture capital, real assets), private placements and liquidity solutions.

Product overview

Castle Hill Capital Partners operates as a single, unified capital raising platform rather than a modular product suite. The core offering is the Capital Raising Platform, which provides brokerage solutions, strategic capital introduction support, and placement agent services. This is supplemented by the Affiliates Program—a broker/dealer infrastructure that provides legal, compliance, brokerage support, accounting and operational support to licensed capital raising professionals. Service offerings span across liquid strategies (hedge funds, CTAs), illiquid strategies (private equity, venture capital, real assets), private placements (private companies, real estate), and liquidity solutions (hedge fund, private equity positions, pre-IPO shares). The platform focuses on alternative investment managers and strategies with differentiated investment approaches.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Raising Platform (Institutional Placement Agent Services) A process-driven placement agent and capital introduction service that identifies differentiated alternative investment managers, prepares them for institutional fundraising, and facilitates targeted introductions to family offices, endowments, foundations and pension funds to support allocation.
• Liquid Strategies Capital Raising Capital raising support for liquid alternative investment strategies, specifically hedge funds and CTAs (Commodity Trading Advisors), aimed at family offices, endowments, foundations and pension funds.
• Illiquid Strategies Capital Raising Capital raising support for illiquid alternative investment strategies covering private equity, venture capital, and real assets, targeted at institutional allocators including family offices, endowments, foundations and pension funds.
• Private Placements Capital Raising Capital raising services for private placements, including private operating companies and real estate projects, matching them with sophisticated institutional and family office investors.
• Liquidity Solutions Capital introduction services for liquidity solutions including secondary market transactions in hedge fund and private equity positions and pre-IPO shares, matching sellers with institutional buyers.
• Affiliates Program (Broker-Dealer Platform) A turnkey broker-dealer platform enabling independent capital raising professionals to operate their own fundraising businesses in hedge funds, private equity, real estate and private placements, leveraging Castle Hill's FINRA registration plus legal, compliance, brokerage, accounting and operational support.

Quantifiable outcome

• One Registered Rep raised $50 million for clients in a single allocation window from three Endowment and Foundation investors.
• +1 more outcomes

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

18 partnerships are on record, tiered core and minor.

• Fintova PartnerscoreGTM or Marketing Partner · 14 August 2024Fintova Partners (formerly NexGen360) co-hosts the 11th Annual Welcome to Newport Cocktails with Castle Hill Capital Partners. Fintova provides bespoke operational and management solutions to hedge fund managers, asset managers, private equity managers, and family offices.
• Harbor CapitalminorGTM or Marketing Partner · 14 August 2024Harbor Capital sponsors the 11th Annual Welcome to Newport Cocktails event.
• Inpira FinancialminorGTM or Marketing Partner · 14 August 2024Inpira Financial sponsors the 11th Annual Welcome to Newport Cocktails event.
• Meteora CapitalminorGTM or Marketing Partner · 14 August 2024Meteora Capital is an investment firm focused on arbitrage-oriented, event-driven strategies in public and private markets, including the SPAC ecosystem. They sponsor the 11th Annual Welcome to Newport Cocktails event.
• NexGen360coreGTM or Marketing Partner · 20 July 2023NexGen360 co-hosts the 10th Annual Welcome to Newport Cocktails event with Castle Hill Capital Partners. NexGen360 provides customized operational, structural, and management support solutions to hedge fund managers, asset managers, private equity managers, and family offices.
• BolderminorGTM or Marketing Partner · 20 July 2023Bolder provides corporate, funds, governance, and private wealth services. They sponsor the 10th Annual Welcome to Newport Cocktails event.
• EisnerAmperminorGTM or Marketing Partner · 20 July 2023EisnerAmper provides comprehensive audit, accounting, advisory, consulting, and tax services to enterprises and high net worth individuals. They sponsor the 10th Annual Welcome to Newport Cocktails event.
• InsperityminorGTM or Marketing Partner · 20 July 2023Insperity provides comprehensive HR solutions including innovative technology and specialist support for businesses. They sponsor the 10th Annual Welcome to Newport Cocktails event.
• MillenniumminorGTM or Marketing Partner · 20 July 2023Millennium provides trust, banking, asset management, technology, and operations solutions. They sponsor the 10th Annual Welcome to Newport Cocktails event.
• MRA (Macro Risk Advisors)minorGTM or Marketing Partner · 20 July 2023MRA brings global market risk analysis, derivatives structuring, and superior execution. They sponsor the 10th Annual Welcome to Newport Cocktails event.
• Quantum Advisors IndiaminorGTM or Marketing Partner · 20 July 2023Quantum Advisors India is a Singapore-based hedge fund management company deploying a macro strategy with a focus on long/short investments in Asian interest rates, FX, and credit markets. They sponsor the 10th Annual Welcome to Newport Cocktails event.
• RV CapitalminorGTM or Marketing Partner · 20 July 2023RV Capital Management is a Singapore-based hedge fund management company founded in 2011, deploying a macro strategy focused on Asian markets. They sponsor the 10th Annual Welcome to Newport Cocktails event.
• CIBCminorGTM or Marketing Partner · 6 January 2020CIBC is a Toronto-based global financial institution with U.S. headquarters in Chicago. CIBC's Financial Institutions Group provides cross-border banking and financial solutions for financial services companies. They sponsor the Miami Rooftop Welcome Networking Event.
• OgierminorGTM or Marketing Partner · 6 January 2020Ogier is an offshore legal services firm active in the Cayman Islands, providing Cayman legal advice on investment funds (hedge funds and private equity), corporate matters, and trust and private wealth matters. They sponsor the Miami Rooftop Welcome Networking Event.
• Hecksher PartnerscoreGTM or Marketing Partner · 1 July 2019Hecksher Partners co-hosts the Annual Welcome to Newport Cocktails event with Castle Hill Capital Partners. Hecksher Partners is a global Fund Solutions and Advisory business that provides full turnkey C-Suite outsourced solutions for hedge funds, private equity, and family office clients. The partnership provides mutual networking value connecting managers and investors.
• RCM AlternativesminorGTM or Marketing Partner · 1 July 2019RCM Alternatives is a boutique investment firm bridging Fintech and High Touch, providing financial services as an allocator, brokerage, and technology provider. RCM sponsors Castle Hill events and works with Castle Hill on capital introduction activities.
• JonesTradingminorGTM or Marketing Partner · 1 July 2019JonesTrading Institutional Services LLC is one of the oldest and largest executing equity trading firms in the U.S. and a worldwide leader in equity block trading. They sponsor Castle Hill events and provide execution services relevant to alternative investment managers.
• Circle PartnersminorGTM or Marketing Partner · 1 July 2019Circle Partners provides a comprehensive range of customized fund administration solutions for both traditional and alternative assets. They sponsor Castle Hill events and provide fund administration services to alternative investment clients.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Houlihan Lokey: Houlihan Lokey's Fund Placement Group provides private fund placement services to PE, real estate, infrastructure, credit, and hedge fund managers. Comparable in capital introduction activity to Castle Hill, though operating as part of a much larger diversified investment bank.
• Evercore: Evercore's Private Capital Advisory group offers private fund placement and capital raising services for alternative investment managers. Comparable to Castle Hill in placement agent services, though embedded in a larger global independent advisory firm with broader M&A and restructuring capabilities.
• Seward & Kissel: Seward & Kissel provides fund formation, capital raising, and ongoing counsel to alternative investment managers including hedge funds and private funds. Comparable to Castle Hill in serving the alternative manager ecosystem, though as a broader legal and advisory firm.
• Greenhill & Co. Greenhill & Co. is a global independent investment bank with a fund placement and capital introduction practice serving alternative investment managers. Comparable to Castle Hill in capital raising advisory, though operating at significantly larger scale across M&A and restructuring.

Regional players

• ICG (Intermediate Capital Group): ICG is a global alternative asset manager with significant institutional capital introduction capabilities across private credit, real assets, and equity. Comparable to Castle Hill in capital introduction for alternatives, though operating as a principal investor with a European base and global institutional footprint.

Direct peers

• Monument Group: Monument Group is an independent global placement agent and fundraising advisory firm specializing in alternative investments including private equity, private debt, real assets, and infrastructure. Comparable to Castle Hill in business model and target market (alternative investment managers raising institutional capital).
• Eaton Partners: Eaton Partners is one of the largest independent placement agents focused exclusively on capital raising for alternative investment managers across private equity, private credit, real assets, and hedge funds. Directly comparable to Castle Hill in target market (alternative managers) and business model (placement agent / capital introduction to LPs).
• Larch Lane Advisors: Larch Lane Advisors is an independent private fund placement agent focused on private equity, private credit, real assets, and hedge fund managers. Directly comparable to Castle Hill in targeting alternative investment managers and providing institutional capital raising services.
• PJT Park Hill: PJT Park Hill (originally Blackstone's Park Hill) is a leading global private fund placement agent and capital introduction group serving PE, real estate, infrastructure, and hedge fund managers. Closely comparable business model to Castle Hill in facilitating LP allocations to alternative managers, though embedded in a larger advisory firm.
• Wafra Capital Partners: Wafra Capital Partners provides fund placement and capital introduction services to alternative investment managers across private equity, private credit, real estate, and infrastructure. Directly comparable to Castle Hill in targeting institutional capital raising for alternative managers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/castlehillcp
• LinkedInlinkedin.com/company/castle-hill-capital-capital-partners-inc-

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Castle Hill Capital Partners