Castanea Partners Inc.
Castanea Partners Inc. is an SEC-registered asset manager in Newton, MA with $239.0M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Castanea Partners Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160229, SEC 801-73298, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $239.0M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Newton, MA
- Employees
- 6
- Clients
- 5
- CRD
- 160229
- Ownership
- LOVE, COLLEEN, PATRICIA; GIBBONS, PAUL, FRANCIS; KNEZ, BRIAN, JONATHAN; SMITH, ROBERT, ALAN; BERG, STEVEN, THOMAS
How much AUM does Castanea Partners Inc. have?
Castanea Partners Inc. reported $239.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Castanea Partners Inc.?
Disclosed owners and executives of Castanea Partners Inc. include LOVE, COLLEEN, PATRICIA, GIBBONS, PAUL, FRANCIS, KNEZ, BRIAN, JONATHAN, SMITH, ROBERT, ALAN, BERG, STEVEN, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.