|
⚲
|
| Castle Harlan Inc
✚
|
|
|---|---|
| CRD # | 158106 |
| SEC # | 801-74023 |
| CIK # | |
| AUM | $841.7 MM (2023-03-30) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Phone | 212-644-8600 |
| Address | 150 East 58th Street New York, NY 10155 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Branford Top HOLD Lafayette Instrument Blocker LP | 2022-03-29 | 3.2 | |
| PE | Branford Top HOLD Filtration Blocker LP | 2021-03-30 | 22.3 | |
| PE | Castle Harlan SHC Partners LP | [2020-03-27] | 16.8 | 23.1 |
| PE | The Branford Castle Fund II LP | [2020-03-27] | 98.5 | 250.8 |
| PE | Titan Delaware Blocker LP | 2020-03-27 | 2.2 | |
| PE | TPE Top HOLD Offshore LP | 2019-03-29 | 5.6 | |
| PE | The Branford Castle Fund LP | [2015-06-24] | 116.9 | 103.8 |
| PE | CHP V SD Co-Invest LP | [2014-03-31] | 29.6 | 7.6 |
| PE | CHP V Affiliates AIV LP | 2013-03-28 | 0.8 | |
| PE | CHP V AIV Holdings LP | 2013-03-28 | 34.9 | |
| View All | ||||
| 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 | 19 | 841.7 |
| (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 | 19 | 841.7 |
| By Discretionary | ||
| Discretionary | 19 | 841.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 841.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 67.5 | |
| United States Persons | 774.2 | |
| Total | 19 | 841.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Howard Morgan | 54 | |||
| Justin Wender | 20 | |||
| Tariq Osman | 14 | |||
| Eric Schwartz | 22 | |||
| John Castle | 17 | |||
| Leonard Harlan | 8 | |||
| Howard Weiss | 7 | |||
| David Pittaway | 4 | |||
| Sylvia Rosen | 3 | |||
| Branford Castle Associates II LP | 2 | |||
| View All | ||||
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