Form D · Hedge Fund

Castalian Institutional Partners, LP

Excelsior, MN · CIK 0001917816

Offering snapshot reported Sep 18, 2024 · SEC filing

Reported sold: $26.9M
Investors reported: 8
Minimum accepted: $1M
First sale: Mar 21, 2022

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$21,112,473 → $26,862,473
Reported investors6 → 8

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 18, 2024	Amendment	$26,862,473	$5,750,000vs Oct 3, 2023	8	SEC filing
Oct 3, 2023	Amendment	$21,112,473	$550,000vs Dec 28, 2022	6	SEC filing
Dec 28, 2022	Amendment	$20,562,473	$0vs Jun 16, 2022	4	SEC filing
Jun 16, 2022	Amendment	$20,562,473	No comparison	4	SEC filing
Mar 22, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-438306

Limited Partner Interests

Source: Form D, filed Sep 18, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CASTALIAN INSTITUTIONAL PARTNERS, LP

Investment adviser: CASTALIAN PARTNERS, LLC

Gross asset value: $23.7M
Beneficial owners: 10
ADV minimum commitment: $1M

Reported in Form ADV on Mar 3, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP MINNEAPOLIS, Minnesota, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Custodian U.S. BANK NA DENVER, Colorado, United States Related to adviser: No

Prime broker BTIG, LLC SAN FRANCISCO, California, United States

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

GOLDMAN SACHS & CO. LLC
SEC 8-129

PERSHING LLC
SEC 8-17574

U.S. BANK NA
LEI 6BYL5QZYBDK8S7L73M02

BTIG, LLC
CRD 122225 · SEC 8-65473

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

PERSHING LLC
CRD 7560 · SEC 8-17574

Filing source

Form ADV 2064389 · Mar 3, 2026 · Schedule D 7.B.(1), fund 805-1866324822

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Castalian Partners, Llc	Executive
James Gibson	Executive
Todd Moodey	Executive
Moodey Todd	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

202 Water Street, Suite 200
Excelsior, MN, 55331