| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Castanea Partners Fund IV L.P. | Private Equity | $179M | — |
| Castanea Partners Fund III L.P. | Private Equity | $41M | — |
| Castanea Family Holdings IV LLC | Private Equity | $12M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Jonathan Knez Control | Managing Partner | 50-75% | 2001 |
| Colleen Patricia Love Control | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2012 |
| Robert Alan Smith Control | Managing Partner | 50-75% | 2001 |
Castanea Partners Inc. reports $246 million in regulatory assets under management on its Form ADV.
Castanea Partners Inc. manages 5 private funds with combined gross assets of $246 million.
Castanea Partners Inc. reports 7 employees.
Castanea Partners Inc. is based in Newton, MA and has been SEC-registered since 2012.
Castanea Partners Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Three Newton Executive Park Ste 304, Newton, MA 02462 |
| Phone | 617-630-2400 |
| Office hours | 9:00 To 5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $246M |
| Non-discretionary | $0 |
| Total (RAUM) | $246M |