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CASTANEA PARTNERS INC.

CRD 160229 · SEC 801-73298

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THREE NEWTON EXECUTIVE PARK STE 304, NEWTON, MA, 02462, United States

Phone

617-630-2400

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$239.0M

Discretionary AUM

$239.0M

Team

6 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; CARRIED INTEREST

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles5$239.0M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD