Santiago Joaquin Castillo

Employer firm

Loyola Asset Management LLC CRD 153255

$240M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → Present
  Loyola Asset Management
  Coral Gables, FL
• 01/2024 → 05/2024
  Realm
  Los Angeles, CA
• 09/2019 → 02/2024
  Douglas Elliman
  Miami, FL
• 02/2014 → 08/2019
  Enrolled In School
  Miami, FL

Other Businesses

Real estate associate at Douglas Elliman. Not investment related. Spends less than 10% of time during business hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-02