United States · 
What does Castanea invest in?
Castanea invests most often at Growth and Series B (67% of the rounds on record), in sectors such as Cosmetics, Marketing and Consumer Packaged Goods.
Castanea highlights
- 01
6 rounds on record
- 02
Mostly Growth and Series B: 67% of its rounds
- 03
Sole investor in 3 rounds, median undisclosed
What they do
Castanea is a private equity firm that helps owners of great consumer brands realize their vision.From their own website
- Type
- Private equity (from a list, unverified)
- Cheque size
- Not stated
- Stages
- Growth
- Sectors
- CosmeticsMarketingConsumer Packaged Goods
- Based in
- Newton, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first6 appearances
- 2015
3 rounds
- Sept
- Jun
- Feb
- 2014
3 rounds
- Sept
- Sept
- Jun
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration6 named
BJBrian Jonathan KnezExecutive OfficeriFiling they signed
CPColleen Patricia LoveChief Compliance Officer and Chief Financial OfficeriForm ADV
PFPaul Francis GibbonsChief Operating OfficeriForm ADV
RARobert Alan SmithExecutive OfficeriFiling they signed
STSteven T. BergExecutive OfficeriFiling they signed
TLTroy L. StanfieldExecutive OfficeriFiling they signed
We also hold 17 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$239Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Castanea Partners Inc.
- SEC number
- CRD 160229
Funds on its Form ADV
6 private funds, $423M in gross assets · filed Mar 2024
- Castanea Partners Fund IV L.P.Private equity22 investors$263M
- Castanea Partners IV Coinvestment Fund L.P.Private equity14 investors$90M
- Castanea Partners Fund III L.P.Private equity22 investors$37M
- Castanea Family Holdings IV LLCPrivate equity9 investors$19M
- Castanea Family Holdings LLCPrivate equity10 investors$7.0M
- Castanea Family Investments LLCPrivate equity2 investors$7.0M