# Castanea: portfolio, investments and team

> Castanea is a private equity based in United States. 6 investments on record, latest Sept 2015. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/castanea-partners (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Castanea

Last cheque observed Sep 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Email

Quiet New fund $135M, Oct 2015 Private equity

Growth Cosmetics Marketing Consumer Packaged Goods

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Cheques on record

**0%** of best year **0** **cheques in 12 months**, 6 on record

Since the last cheque **4051** days **00** hrs **00** min **00** sec

Median round **$30M** Rounds led **0 of 6** Sole investor **3 rounds** Mostly in **United States, 100%**

Pitch Castanea

## 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:** Cosmetics Marketing Consumer Packaged Goods
- **Based in:** Newton, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **6 appearances**

- **2015** 3 rounds
- **Sept** **[4moms](https://millionrounds.com/company/4moms)** Series D · US **Undisclosed** With 2 others
- **Jun** **[Proenza Schouer](https://millionrounds.com/company/proenza-schouer)** US **Undisclosed** Sole investor
- **Feb** **[Thymes](https://millionrounds.com/company/thymes)** US **Undisclosed** Sole investor
- **2014** 3 rounds
- **Sept** **[4moms](https://millionrounds.com/company/4moms)** Series B · US **$40M** With 1 other
- **Sept** **[Aurora Brands](https://millionrounds.com/company/aurora-brands)** US **Undisclosed** Sole investor
- **Jun** **[Drybar](https://millionrounds.com/company/drybar)** Growth · US **$20M** With 3 others

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 registration **6 named**

BJ **Brian Jonathan Knez** Executive Officer i Filing they signed

CP **Colleen Patricia Love** Chief Compliance Officer and Chief Financial Officer i Form ADV

PF **Paul Francis Gibbons** Chief Operating Officer i Form ADV

RA **Robert Alan Smith** Executive Officer i Filing they signed

ST **Steven T. Berg** Executive Officer i Filing they signed

TL **Troy L. Stanfield** Executive Officer i Filing 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

**$239M** assets it manages Oct 2026

**Registered** investment adviser full 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 equity* 22 investors $263M
- Castanea Partners IV Coinvestment Fund L.P. *Private equity* 14 investors $90M
- Castanea Partners Fund III L.P. *Private equity* 22 investors $37M
- Castanea Family Holdings IV LLC *Private equity* 9 investors $19M
- Castanea Family Holdings LLC *Private equity* 10 investors $7.0M
- Castanea Family Investments LLC *Private equity* 2 investors $7.0M

New fund on file

**$135M**

raised in Oct 2015

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Growth

Median round joined **$30M** the round, not its cheque Alone, median **-**

Led 0 of 6 rounds **0%**

- **Sole investor:** 3 rounds
- **Last cheque:** Sept 2015

Rounds by stage said on their site

- Growth said *1*
- Series B *1*
- Series D *1*

Cheques by year Led Joined

2014 2015

Often in the room with

- [Bain Capital Ventures](https://millionrounds.com/fund/bain-capital-ventures) 2

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## Who they invest alongside

The investors most often in the same rounds as Castanea. A count of rooms they were both in, not a relationship either has claimed.

[**Bain Capital Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/bain-capital-ventures)

## Quick answers about Castanea

### 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.

### How active is Castanea?

6 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2015.

### How big are Castanea's cheques?

The median round it joins is $30M.

### Does Castanea lead rounds?

Rarely, if at all: none of its 6 investments on record names it as the lead.

### Where does Castanea invest?

Most of the companies it backs are in the United States (100%).

### Is Castanea investing now?

No investments in the last 12 months; the latest was in Sept 2015.

### Who does Castanea invest alongside?

Most often Bain Capital Ventures (2 rounds together).

### What kind of investor is Castanea?

Castanea is a private equity firm based in Newton, United States.

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