Castanea Partners INC.

Fee-Only (% of Portfolio)

Castanea Partners provides investment supervisory services to investment vehicles called Funds, which are exempt from registration. The Funds invest in long-term private equity, equity-related investments, and debt instruments, primarily in sectors like publishing, consumer products, education, and marketing. Castanea Partners investigates investment opportunities, negotiates investments, manages their performance, and disposes of them. Investment advice is provided directly to the Funds, not individual investors.

Assets Under Management$250M
Clients5
AdvisorsN/A
Avg. per Client$49M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Castanea Partners does not directly manage investments for individual investors. They manage investment vehicles (Funds). Therefore, there are no investment management fees for individual clients.

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