CASTANEA PARTNERS INC.
Adviser information for CASTANEA PARTNERS INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $423.0M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $423.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $423.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMCARRIED INTEREST |
Identifiers
| SEC RIA File Number | 801-73298 |
|---|---|
| SEC ERA File Number | 801-73298 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160229 |
| Legal Entity Identifier | None |
Principal Office
THREE NEWTON EXECUTIVE PARK STE 304NEWTON
MA
United States
Monday - Friday, 9:00 TO 5:00
Tel: 617-630-2400, Fax: 617-630-2424
Chief Compliance Officer
COLLEEN LOVE
CFO
THREE NEWTON EXECUTIVE PARK STE 304
NEWTON
MA
United States
Tel:
617-630-2406
Fax:
617-630-2424
C****@*******************M
(Full email address available in API data)
Industry Affiliates
| CASTANEA FAMILY HOLDINGS MM IV LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CASTANEA PARTNERS FUND GP IV, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CASTANEA PARTNERS FUND III GP LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CASTANEA PARTNERS LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CASTANEA FAMILY HOLDINGS IV LLC | Private Equity Fund | $19.0M | $0.0M | 9 |
| CASTANEA FAMILY HOLDINGS LLC | Private Equity Fund | $7.0M | $0.0M | 10 |
| CASTANEA FAMILY INVESTMENTS LLC | Private Equity Fund | $7.0M | $0.0M | 2 |
| CASTANEA PARTNERS FUND III L.P. | Private Equity Fund | $37.0M | $0.0M | 22 |
| CASTANEA PARTNERS FUND IV L.P. | Private Equity Fund | $263.0M | $0.0M | 22 |
| CASTANEA PARTNERS IV COINVESTMENT FUND LP | Private Equity Fund | $90.0M | $0.0M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LOVE, COLLEEN, PATRICIA | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | 01/2012 | < 5% |
| GIBBONS, PAUL, FRANCIS | Individual | – | CHIEF OPERATING OFFICER | 01/2002 | < 5% |
| KNEZ, BRIAN, JONATHAN | Individual | – | MANAGING PARTNER | 07/2001 | 50-75% |
| SMITH, ROBERT, ALAN | Individual | – | MANAGING PARTNER | 07/2001 | 50-75% |