Castle Harlan Inc

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Castle Harlan Inc ✚
CRD #	158106
SEC #	801-74023
CIK #
AUM	678.0 M (2026-03-27)
Employees	27 (41% Investors, 0% Brokers)
Phone	212-644-8600
Address	150 East 58th Street New York, NY 10155-0017
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Castle Harlan CDP Feeder LP	2026-03-27		2.5 M
PE	The Branford Castle Fund III LP	[2026-03-27]	116.2 M	134.4 M
	Offered $300,000,000 · Filed 2025-07-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $183,800,000 · Duration More than one year · Revenue Decline to Disclose
PE	Castle Harlan CDP Partners LP	2025-11-19		48.1 M
PE	Castle Harlan AES Partners LP	2024-08-20		3.7 M
PE	Branford Top Hold Floats Blocker LP	2024-03-26		4.5 M
PE	Branford Top Hold GPT Blocker LP	2024-03-26		12.3 M
PE	Castle Harlan BAF Partners LP	2023-10-24		22.5 M
PE	Branford Top Hold Lafayette Instrument Blocker LP	2022-03-29		10.4 M
PE	Branford Filtration Blocker Holdings LP	2021-03-30		0.8 M
PE	Castle Harlan SHC Partners LP	[2020-03-27]	16.8 M	30.9 M
	Offered $16,750,000 · Filed 2020-03-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose
PE	The Branford Castle Fund II LP	[2020-03-27]	98.5 M	224.5 M
	Filed 2019-10-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Titan Delaware Blocker LP	2020-03-27		3.7 M
PE	TPE Top Hold Offshore LP	2019-03-29		5.6 M
PE	The Branford Castle Fund LP	[2015-06-24]	116.9 M	77.2 M
	Offered $116,911,000 · Filed 2016-11-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Commission $270,000 · Revenue Decline to Disclose
PE	CHP V SD Co-Invest LP	[2014-03-31]	29.6 M	0.3 M
	Offered $29,590,000 · Filed 2013-02-06 (D) · Exemption 506, 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE	CHP V Affiliates AIV LP	2013-03-28		0.7 M
PE	CHP V AIV Holdings LP	2013-03-28		2.2 M
PE	CHP V AIV Pool 2 Ltd	2013-03-28		0.9 M
PE	CHP V QP AIV LP	2013-03-28		0.4 M
PE	Castle Harlan Affiliates III LP	[2012-02-14]		0.9 M
PE	Castle Harlan Affiliates IV - AI LP	2012-02-14		0.0 M
PE	Castle Harlan Affiliates IV - QP LP	2012-02-14		0.0 M
PE	Castle Harlan Australian Mezzanine Partners I USA Limited	[2012-02-14]		52.4 M
PE	Castle Harlan Offshore Partners III LP	[2012-02-14]		0.8 M
PE	Castle Harlan Offshore Partners IV LP	2012-02-14		0.6 M
PE	Castle Harlan Partners III LP	[2012-02-14]		42.3 M
PE	Castle Harlan Partners IV LP	2012-02-14		2.0 M
PE	Castle Harlan Partners V Affiliates LP	[2012-02-14]	5.8 M	1.6 M
	Filed 2010-01-28 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Castle Harlan Partners V LP	[2012-02-14]	716.4 M	96.1 M
	Filed 2010-02-04 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Castle Harlan Partners V QP LP	[2012-02-14]	7.9 M	0.6 M
	Filed 2010-01-28 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Champ II Worldwide Affiliates LP	2012-02-14		3.5 M
PE	Champ II Worldwide Cooperatief UA	2012-02-14		18.4 M
PE	Champ II Worldwide LP	2012-02-14		32.9 M
PE	Frogmore Affiliates IV LP	[2012-02-14]		0.0 M
PE	Frogmore Forum Family Fund LLC	[2012-02-14]		0.1 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	21	678.0
(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	21	678.0
By Discretionary
Discretionary	21	678.0
Non-Discretionary	0	0.0
Total	21	678.0
By Non-United States Persons
Non-United States Persons		4.3
United States Persons		673.7
Total	21	678.0

Limited Partners	2011 - 2026
New Hampshire Retirement System
North Carolina Retirement Services
Oregon Public Employees Retirement Fund
State of Michigan Retirement System
Teachers' Retirement Security for Illinois Educators

Form D Directors	Role	# Filings	# Firms
Eric Schwartz	Executive Officer	28	4
Howard Morgan	Director	64	3
Justin Wender	Executive Officer	22	3
Tariq Osman	Director	14	3
John Castle	Executive Officer	17	2
Leonard Harlan	Executive Officer	10	2
Howard Weiss	Executive Officer	7	2
David Pittaway	Executive Officer	4	2
Sylvia Rosen	Executive Officer	3	2
Branford Castle Associates II LP	Promoter	2	2
View All

Firm Profile (Form ADV)
Discretionary AUM	$1.7B
Serves	Institutional
Fund Types	Private Equity

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Good Springs Capital LP ✚	NY	677.9 M
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Achieve Partners Management LLC ✚	NY	672.3 M
Spire Capital Management LLC ✚	NY	671.5 M
Arable Capital Partners LLC ✚	WA	671.2 M
Northleaf Capital Advisors Ltd ✚		670.4 M

Castle Harlan Inc

Assets, Funds, Holdings