CASTANEA PARTNERS INC.
CRD #160229 SEC #801-73298 NEWTON, MA 617-630-2400
SEC Registered Private Funds
Total AUM
$246M
Discretionary
$246M
Employees
7
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $246M | $246M | $0 | 7 | 0 |
| Mar 2024 | $423M | $423M | $0 | 8 | 0 |
| Sep 2023 | $715M | $715M | $0 | 8 | 0 |
| Mar 2023 | $715M | $715M | $0 | 8 | 0 |
| Mar 2022 | $937M | $937M | $0 | 8 | 0 |
| Mar 2021 | $949M | $949M | $0 | 8 | 0 |
| Mar 2020 | $984M | $984M | $0 | 10 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 26 | 0 |
| Mar 2018 | $1.1B | $1.1B | $0 | 25 | 6 |
| Mar 2017 | $1.1B | $1.1B | $0 | 26 | 1 |
| Mar 2016 | $1.1B | $1.1B | $0 | 24 | 1 |
| Apr 2015 | $1B | $1B | $0 | 22 | 1 |
| Mar 2015 | $1B | $1B | $0 | 22 | 1 |
| Apr 2014 | $794M | $794M | $0 | 21 | 1 |
| Mar 2014 | $794M | $794M | $0 | 21 | 1 |
| Apr 2013 | $428M | $428M | $0 | 21 | 1 |
| Mar 2013 | $428M | $428M | $0 | 21 | 1 |
| Feb 2012 | $553M | $553M | $0 | -- | 1 |
DateMar 2025
Total AUM$246M
Discretionary$246M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$423M
Discretionary$423M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$715M
Discretionary$715M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$715M
Discretionary$715M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$937M
Discretionary$937M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$949M
Discretionary$949M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$984M
Discretionary$984M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients6
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients1
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients1
DateApr 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients1
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients1
DateApr 2014
Total AUM$794M
Discretionary$794M
Non-Disc.$0
Employees21
Clients1
DateMar 2014
Total AUM$794M
Discretionary$794M
Non-Disc.$0
Employees21
Clients1
DateApr 2013
Total AUM$428M
Discretionary$428M
Non-Disc.$0
Employees21
Clients1
DateMar 2013
Total AUM$428M
Discretionary$428M
Non-Disc.$0
Employees21
Clients1
DateFeb 2012
Total AUM$553M
Discretionary$553M
Non-Disc.$0
Employees--
Clients1