Investment adviser · CRD 160229

CASTANEA PARTNERS INC.

Investment adviser filing (IA)

NEWTON, MA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$239M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles5$239,000,000100.0%
Filing source

Form ADV 2086123 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CASTANEA PARTNERS FUND IV L.P.Private Equity Fund · Last reported Mar 31, 2026$181MGross asset value

Form D fundraising filings

Castanea Partners Fund IV, L.P.

Auditor CBIZ CPAS P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS BANK OF MASSACHUSETTS BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CBIZ CPAS P.C.
PCAOB 199

Fund details & source
Fund ID
805-4331132706
Reported beneficial owners
22
Minimum commitment
$0
Form D file number
021-210008

Form ADV 2086123 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CASTANEA PARTNERS FUND III L.P.Private Equity Fund · Last reported Mar 31, 2026$32MGross asset value
Auditor CBIZ CPAS P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS BANK OF MASSACHUSETTS BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CBIZ CPAS P.C.
PCAOB 199

Fund details & source
Fund ID
805-9830643527
Reported beneficial owners
22
Minimum commitment
$0
Form D file number
021-107495

Form ADV 2086123 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CASTANEA FAMILY HOLDINGS IV LLCPrivate Equity Fund · Last reported Mar 31, 2026$12MGross asset value

Form D fundraising filings

Castanea Family Holdings IV, LLC

Auditor CBIZ CPAS P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS BANK OF MASSACHUSETTS BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CBIZ CPAS P.C.
PCAOB 199

Fund details & source
Fund ID
805-3764663285
Reported beneficial owners
9
Minimum commitment
$0
Form D file number
021-225368

Form ADV 2086123 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CASTANEA FAMILY HOLDINGS LLCPrivate Equity Fund · Last reported Mar 31, 2026$7MGross asset value
Auditor CBIZ CPAS P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS BANK OF MASSACHUSETTS BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CBIZ CPAS P.C.
PCAOB 199

Fund details & source
Fund ID
805-6841808115
Reported beneficial owners
10
Minimum commitment
$0

Form ADV 2086123 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CASTANEA FAMILY INVESTMENTS LLCPrivate Equity Fund · Last reported Mar 31, 2026$7MGross asset value
Auditor CBIZ CPAS P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS BANK OF MASSACHUSETTS BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CBIZ CPAS P.C.
PCAOB 199

Fund details & source
Fund ID
805-7057524251
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 2086123 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CASTANEA PARTNERS IV COINVESTMENT FUND LPPrivate Equity Fund · Last reported Mar 28, 2024$90MGross asset value

Form D fundraising filings

Castanea Partners IV Coinvestment Fund, L.P.

Auditor MAYER HOFFMAN MCCANN P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS BANK OF MASSACHUSETTS BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MAYER HOFFMAN MCCANN P.C.
PCAOB 199

Fund details & source
Fund ID
805-2723520802
Reported beneficial owners
14
Minimum commitment
$0
Form D file number
021-250067

Form ADV 1858773 · Mar 28, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

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

CRD 160229

Filing source

Form ADV 2086123 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.