Castanea Partners Inc.
● SEC registered since 2012CRD 160229SEC# 801-73298Newton, MA
Ranks #4,893 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$239M
Fund GAV
$239M
Private funds
5
Employees
6
Accounts
5
Location
Newton, MA
Castanea Partners Inc. assets under management
Castanea Partners Inc. is an investment advisory firm registered with the SEC based in Newton, MA. The firm has been registered since 2012. It reports $239 million in regulatory assets under management and employs 6 people. Castanea Partners Inc. manages 5 private funds with combined gross assets of $239 million, including Castanea Partners Fund IV L.P. By regulatory assets, it ranks 4,893 of 6,004 private fund managers.
Castanea Partners Inc. private funds
5 funds · $239M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Castanea Partners Fund IV L.P. | Private Equity | $181M | — |
| Castanea Partners Fund III L.P. | Private Equity | $32M | — |
| Castanea Family Holdings IV LLC | Private Equity | $12M | — |
See all 5 funds — unlock the full record.
Join to unlock · $37/moCastanea Partners Inc. owners & executives
3 reported| 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 |
Frequently asked questions
How much does Castanea Partners Inc. manage?
Castanea Partners Inc. reports $239 million in regulatory assets under management on its Form ADV.
How many private funds does Castanea Partners Inc. manage?
Castanea Partners Inc. manages 5 private funds with combined gross assets of $239 million.
How many employees does Castanea Partners Inc. have?
Castanea Partners Inc. reports 6 employees.
Where is Castanea Partners Inc. located?
Castanea Partners Inc. is based in Newton, MA and has been SEC-registered since 2012.
Does Castanea Partners Inc. disclose fund performance?
Castanea Partners Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$239M▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
AUM vs fund managersTop 81%
Larger than 19% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$239Mregulatory AUM
Discretionary $239M
Service providers
Auditor
Custodian