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| Castanea Partners Inc
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|---|---|
| CRD # | 160229 |
| SEC # | 801-73298 |
| CIK # | |
| AUM | 239.0 M (2026-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 617-630-2400 |
| Address | Three Newton Executive Park Ste 304 Newton, MA 02462 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Castanea Partners IV CoInvestment Fund LP | [2016-03-02] | 134.6 M | 90.0 M |
| Offered $134,595,960 · Filed 2015-10-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Castanea Family Holdings IV LLC | [2014-03-17] | 41.5 M | 12.0 M |
| Offered $41,464,646 · Filed 2014-09-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Castanea Partners Fund IV LP | [2014-03-17] | 600.0 M | 181.0 M |
| Offered $600,000,000 · Filed 2014-10-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Castanea Family Holdings LLC | 2012-02-10 | 7.0 M | |
| PE | Castanea Family Investments LLC | 2012-02-10 | 7.0 M | |
| PE | Castanea Partners Fund III LP | [2012-02-10] | 32.0 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 5 | 239.0 |
| (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 | 5 | 239.0 |
| By Discretionary | ||
| Discretionary | 5 | 239.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 239.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 239.0 | |
| Total | 5 | 239.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Smith | Executive Officer | 294 | 8 | |
| Steven Berg | Executive Officer | 14 | 3 | |
| Brian Knez | Executive Officer | 9 | 2 | |
| Paul Gibbons | Executive Officer | 6 | 2 | |
| Troy Stanfield | Executive Officer | 4 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional |
| Fund Types | Private Equity |
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