Castellan Group, LLC
● SEC registered since 2020CRD 299363SEC# 801-119581Louisville, KY
Ranks #3,166 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$882.2M
Fund GAV
$59.9M
Private funds
8
Employees
8
Accounts
106
Location
Louisville, KY
Castellan Group, LLC assets under management
Castellan Group, LLC is a registered investment adviser overseen by the SEC based in Louisville, KY. The firm has been registered since 2020. It reports $882.2 million in regulatory assets under management and employs 8 people. Castellan Group, LLC manages 8 private funds with combined gross assets of $59.9 million, including Aging Innovation Fund I, LP. By regulatory assets, it ranks 3,166 of 6,004 private fund managers.
Castellan Group, LLC private funds
8 funds · $59.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aging Innovation Fund I, LP | Venture Capital | $23.4M | $1M |
| Awc Opportunity Zone Fund I, LLC | Private Equity | $17.2M | $50K |
| Castellan Venture Opportunities Evergreen I, LP | Venture Capital | $15.9M | $50K |
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Join to unlock · $37/moCastellan Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Charles Brauch Control | Managing Director / Cco | Under 5% | 2018 |
| Castellan Cares Inc. Control | Owner / 501(c)4 | Over 75% | 2021 |
| Castellan Endeavor Trust | Trust | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Castellan Group, LLC manage?
Castellan Group, LLC reports $882.2 million in regulatory assets under management on its Form ADV.
How many private funds does Castellan Group, LLC manage?
Castellan Group, LLC manages 8 private funds with combined gross assets of $59.9 million.
How many employees does Castellan Group, LLC have?
Castellan Group, LLC reports 8 employees.
Where is Castellan Group, LLC located?
Castellan Group, LLC is based in Louisville, KY and has been SEC-registered since 2020.
Does Castellan Group, LLC disclose fund performance?
Castellan Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2011 Lake Point Way, Suite 001, Louisville, KY 40223 |
| Phone | 859.494.0523 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$882.2M▲ 78%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
AUM vs fund managersTop 53%
Larger than 47% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$882.2Mregulatory AUM
Discretionary $881.1MNon-discretionary $1.1M
Fund type mix
Venture Capital5
Private Equity2
Real Estate1
Service providers
Auditor
Custodian