What We Know

Leverage our experience, optimize your business.

Castle Peak Associates is a team of experienced, multi-disciplined consultants with subject matter expertise in the business and systems related to investment management, particularly within institutional buy-side organizations and the entities that support them.

Castle Peak consultants’ breadth of knowledge is extremely valuable on project teams especially  in complex organizations, helping to break down communication barriers and facilitate smooth translation of information across disciplines

Whether it is business to technology, accounting to operations, back office to front, or client to software vendor, our consultants are skilled in injecting context and promoting efficient effective communication. 

Investments

Technology

Accounting

CalendarProject Management

Collaboration

We take pride in bringing high-quality individuals to our engagements, but the real power of Castle Peak is unlocked when we are engaged as a team. 

Our core consulting team has individuals who have been working together for 20+ years.  Many others from our staff have spent time collaborating on multiple engagements.  

This familiarity, combined with the breadth of experience and knowledge, can bring powerful synergies to complex projects.

Areas of Expertise

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