Castanea Partners Inc.
Firm details
- Headquarters
- Newton, Massachusetts
- CRD number
- 160229
- Registered since
- March 30, 2012
- Website
- www.castaneapartners.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Castanea Partners Inc. is a corporation that operates as a private equity-focused adviser and sponsor, managing pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2012) and structured to serve a small roster of institutional investors through pooled private funds. Its advisory activity centers on portfolio management for those pooled vehicles and it also functions as a general partner and managing member of the vehicles it sponsors. Fee arrangements include a percentage-of-assets component alongside other fee structures. The firm does not position itself as an ESG-focused investor and is organized under an individual ownership structure. Castanea concentrates on private-markets strategies and third-party allocations across a range of alternative managers rather than broad retail or mass-affluent wealth management.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Newton, MA
Middlesex
Location
Newton, MA
Headquartered in Newton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 3 Newton Executive Park
- Time zone
- ET (UTC-5)
- Office locations
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