Castalian Partners LLC

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Assets, Funds, Holdings

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Castalian Partners LLC
CRD #283552
SEC #802-125891
CIK #0001976319
AUM
Employees
Phone615-852-7980
Address202 Water Street
Excelsior, MN 55331
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Sector Form 13F Holdings Value ($M)
Natural Resource Partners LP 7.4
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
4003202401608002024202420252026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Castalian Institutional Partners LP [2022-05-16] 26.9 23.7
HF Castalian Partners Value Fund LP [2022-05-16] 32.6 14.9
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Todd Moodey 16
James Gibson 6
Castalian Partners LLC 3
Amanda Escen 1
Moodey Todd 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001976319]
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