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| Keyboard |
| Castle Harlan Inc
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|---|---|
| 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) |
|---|
| 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 $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| 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 | |
| Castle Harlan Associates V LP | Promoter | 3 | 1 | |
| Branford Castle Partners LP | Promoter | 2 | 1 | |
| David Castle | Executive Officer | 2 | 1 | |
| Chp V Aiv GP Ltd | Promoter | 1 | 1 | |
| James Reddington | Executive Officer | 1 | 1 | |
| BC GP II Inc | Promoter | 1 | 1 | |
| Branford Castle Associates III LP | Executive Officer | 1 | 1 | |
| BC GP LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.7B |
| Serves | Institutional |
| Fund Types | Private Equity |
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