Castle Placement

Castle Placement

Growth Stage

The Premier Private Capital Investment Bank

The Premier Private Capital Investment Bank


Funding data not publicly available

Self Managed

Start Date


Close Date

Not Provided

Min. Goal
Max. Goal
Min. Investment


Security Type

Equity - Common



SEC Filing Type

RegA+    Open SEC Filing

Price Per Share


Pre-Money Valuation


Year Founded



Financial & Insurance Products & Services

Tech Sector


Distribution Model




Capital Intensity



New York, New York

Business Type


Castle Placement is raising funds independently through Reg A+ crowdfunding. The company offers a platform for private companies to raise equity and debt as capital. The data-driven technology platform of Castle Placement is led by an experienced investment banking team and has access to over 600,000 accredited investors and 64,500 private equity, venture capital, pension funds, hedge funds, and lenders. Castle Placement facilitates Reg A, Reg CF, and Reg D 506(c) offerings. Ken Margolis and Richard Luftig founded Castle Placement in 2009. The current crowdfunding campaign has a maximum target of $75 million. The campaign proceeds will be used for data and technology, marketing, business development, hiring, and working capital.

Balance Sheet

Cash and Cash Equivalents


Accounts and Notes Receivable


Property, Plant and Equipment (PP&E)


Total Assets


Accounts Payable & Accrued Liabilities


Long Term Debt


Total Liabilities


Total Stockholders' Equity


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Statement of Comprehensive Income Information

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Earnings Per Share - Diluted


Auditor: Rubio CPA PC
Financials as of: 09/26/2022
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Castle Placement on Self Managed 2022
Platform: Self Managed
Security Type: Equity - Common
Valuation: $75,000,000
Price per Share: $5.00

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Warning: according to the close date for this deal, Castle Placement may no longer be accepting investments.

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