CASTALIAN PARTNERS, LLC
CRD #283552 SEC #802-125891 EXCELSIOR, MN 615-852-7980
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Jun 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GIBSON, JAMES | I | MANAGER | NA | Control |
| GIBSON, JAMES | I | MANAGER | NA | Control |
| GIBSON, JAMES | I | MANAGER | NA | Control |
| GIBSON, JAMES | I | MANAGER | NA | Control |
| GIBSON, JAMES | I | MANAGER | NA | Control |
| GIBSON, JAMES | I | MANAGER | NA | Control |
| GIBSON, JAMES | I | MANAGER | NA | Control |
| GIBSON, JAMES | I | MANAGER | NA | Control |
| GIBSON, JAMES | I | MANAGER | NA | Control |
| GIBSON, JAMES | I | MANAGER | NA | Control |
| MOODEY, ROBERT, TODD | I | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, VICE PRESIDENT | NA | Control |
| MOODEY, ROBERT, TODD | I | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, VICE PRESIDENT | NA | Control |
| MOODEY, ROBERT, TODD | I | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, VICE PRESIDENT | NA | Control |
| MOODEY, ROBERT, TODD | I | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, VICE PRESIDENT | NA | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
| THE WINTERROCK CORPORATION | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| gibson, james | I | THE WINTERROCK CORPORATION | E | Control |
| gibson, james | I | THE WINTERROCK CORPORATION | E | Control |
| gibson, james | I | THE WINTERROCK CORPORATION | E | Control |
| gibson, james | I | THE WINTERROCK CORPORATION | E | Control |
| gibson, james | I | THE WINTERROCK CORPORATION | E | Control |
| gibson, james | I | THE WINTERROCK CORPORATION | E | Control |
| gibson, james | I | THE WINTERROCK CORPORATION | E | Control |
| gibson, james | I | THE WINTERROCK CORPORATION | E | Control |
Registrations
Federal
ERA
Jun 24, 2025 REGISTERED
Address
202 WATER STREETSUITE 200
EXCELSIOR, MN 55331
United States
Phone: 615-852-7980