CASTELLAN GROUP, LLC
Legal name: CASTELLAN
CRD #299363 SEC #801-119581 LOUISVILLE, KY 859.494.0523
SEC Registered Private Funds
Total AUM
$496.1M
Discretionary
$459.8M
Employees
7
Clients
10
Accounts
89
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $496.1M | $459.8M | $36.2M | 7 | 0 |
| May 2025 | $496.1M | $459.8M | $36.2M | 7 | 0 |
| May 2025 | $496.1M | $459.8M | $36.2M | 7 | 0 |
| Apr 2025 | $496.1M | $459.8M | $36.2M | 7 | 0 |
| Nov 2024 | $353.5M | $353.5M | $0 | 5 | 20 |
| Mar 2024 | $353.5M | $353.5M | $0 | 9 | 20 |
| Jan 2024 | $330.9M | $330.9M | $0 | 9 | 0 |
| Jan 2024 | $330.9M | $330.9M | $0 | 9 | 0 |
| Mar 2023 | $330.9M | $330.9M | $0 | 9 | 0 |
| Mar 2022 | $235.3M | $235.3M | $0 | 5 | 0 |
| Sep 2021 | $150.2M | $150.2M | $0 | 4 | 0 |
| Apr 2021 | $150.2M | $150.2M | $0 | 4 | 0 |
| Mar 2021 | $150.2M | $150.2M | $0 | 4 | 0 |
| Sep 2020 | $122.4M | $122.4M | $0 | 4 | 0 |
DateJun 2025
Total AUM$496.1M
Discretionary$459.8M
Non-Disc.$36.2M
Employees7
Clients0
DateMay 2025
Total AUM$496.1M
Discretionary$459.8M
Non-Disc.$36.2M
Employees7
Clients0
DateMay 2025
Total AUM$496.1M
Discretionary$459.8M
Non-Disc.$36.2M
Employees7
Clients0
DateApr 2025
Total AUM$496.1M
Discretionary$459.8M
Non-Disc.$36.2M
Employees7
Clients0
DateNov 2024
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees5
Clients20
DateMar 2024
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees9
Clients20
DateJan 2024
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees4
Clients0