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| Castanea Partners Inc
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|
|---|---|
| CRD # | 160229 |
| SEC # | 801-73298 |
| CIK # | |
| AUM | $423.0 MM (2024-03-28) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 617-630-2400 |
| Address | Three Newton Executive Park Ste 304 Newton, MA 02462 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Castanea Partners IV CoInvestment Fund LP | [2016-03-02] | 134.6 | 90.0 |
| PE | Castanea Family Holdings IV LLC | [2014-03-17] | 41.5 | 19.0 |
| PE | Castanea Partners Fund IV LP | [2014-03-17] | 600.0 | 263.0 |
| PE | Castanea Family Holdings LLC | 2012-02-10 | 7.0 | |
| PE | Castanea Family Investments LLC | 2012-02-10 | 7.0 | |
| PE | Castanea Partners Fund III LP | [2012-02-10] | 37.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 6 | 423.0 |
| (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 | 6 | 423.0 |
| By Discretionary | ||
| Discretionary | 6 | 423.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 423.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 423.0 | |
| Total | 6 | 423.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Robert Smith | 259 | ||
| Steven Berg | 11 | ||
| Brian Knez | 8 | ||
| Paul Gibbons | 6 | ||
| Troy Stanfield | 4 |
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|---|---|---|
|
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