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| Happy Holidays!! thanks for using AUM13F!! |
| Castle Harlan Inc
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| CRD # | 158106 |
| SEC # | 801-74023 |
| CIK # | |
| AUM | $471.1 M (2025-04-29) |
| Employees | 21 (52% Investors, 0% Brokers) |
| Phone | 212-644-8600 |
| Address | 150 East 58th Street New York, NY 10155-0017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Castle Harlan AES Partners LP | 2024-08-20 | 3.7 | |
| PE | Branford Top HOLD Floats Blocker LP | 2024-03-26 | 3.4 | |
| PE | Branford Top HOLD GPT Blocker LP | 2024-03-26 | 13.0 | |
| PE | Castle Harlan BAF Partners LP | 2023-10-24 | 20.1 | |
| PE | Branford Top HOLD Lafayette Instrument Blocker LP | 2022-03-29 | 9.9 | |
| PE | Branford Top HOLD Filtration Blocker LP | 2021-03-30 | 1.1 | |
| PE | Castle Harlan SHC Partners LP | [2020-03-27] | 16.8 | 27.5 |
| PE | The Branford Castle Fund II LP | [2020-03-27] | 98.5 | 208.2 |
| PE | Titan Delaware Blocker LP | 2020-03-27 | 5.8 | |
| PE | TPE Top HOLD Offshore LP | 2019-03-29 | 5.6 | |
| 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 | 18 | 471.1 |
| (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 | 18 | 471.1 |
| By Discretionary | ||
| Discretionary | 18 | 471.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 471.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.2 | |
| United States Persons | 464.9 | |
| Total | 18 | 471.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Eric Schwartz | 27 | ||
| Howard Morgan | 63 | ||
| Justin Wender | 22 | ||
| Tariq Osman | 14 | ||
| John Castle | 17 | ||
| Leonard Harlan | 10 | ||
| Howard Weiss | 7 | ||
| David Pittaway | 4 | ||
| Sylvia Rosen | 3 | ||
| Branford Castle Associates II LP | 2 | ||
| Castle Harlan Associates V LP | 3 | ||
| Branford Castle Partners LP | 2 | ||
| David Castle | 2 | ||
| BC GP II Inc | 1 | ||
| BC GP LLC | 1 | ||
| CHP V AIV GP Ltd | 1 |
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