Form D · Other Investment Fund

Castle Advisers, L.P.

New York, NY · CIK 0000907071

Offering snapshot reported Jul 29, 2026 · SEC filing

Reported sold: $184M
Investors reported: 177
Minimum accepted: $25K
First sale: Jul 1, 1993

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$71,774,838 → $184,399,601

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 29, 2026	Amendment	$184,399,601	$112,624,763vs Mar 24, 2009	177	SEC filing
Mar 24, 2009	Amendment	$71,774,838	No comparison	Not reported	SEC filing
Mar 11, 2009	Amendment	$60,532,000	No comparison	Not reported	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-90707-1

Source: Form D, filed Jul 29, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Ronald Baron	Director, Executive
Management, Inc. Baron Capital	Executive
Baron Capital Management Gp, Llc	Executive
Baron Capital Management, Inc.	Executive
Chris Dodds	Director
Cliff Greenberg	Director
Linda Martinson	Director, Executive
Anita Nagler	Director
Patrick Patalino	Executive
Susan Robbins	Director
Peggy Wong	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Baron Capital Management, Inc. 767 Fifth Avenue
New York, NY, 10153