Data / Investment advisers / Massachusetts / Castanea Partners Inc.
Castanea Partners Inc., Newton, MA: $239 million AUM, SEC registered investment adviser
Castanea Partners Inc. is an SEC registered investment adviser with its main office in Newton, Massachusetts and reports $239 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and other fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 160229
- SEC file number
- 801-73298
- SEC status
- Approved, effective March 30, 2012
- Main office
- Three Newton Executive Park Ste 304, Newton, MA 02462
- Phone
- (617) 630-2400
- Website
- castaneapartners.com
- Regulatory AUM
- $239,000,000 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $239,000,000
- Accounts
- 5
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Private funds
- 5: 5 private equity funds
- Gross assets of private funds
- $239,000,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $239 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $239 million | March 31, 2026 |
| December 1, 2025 | $246 million | March 28, 2025 |
Other advisers in Newton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Proficio Capital Partners LLC | Newton | $8.17 billion | 8 | adviserinfo.sec.gov |
| Grovestreet | Newton | $7.14 billion | 42 | adviserinfo.sec.gov |
| Tremont Realty Capital LLC | Newton | $763.3 million | Not listed | adviserinfo.sec.gov |
| Weber Capital Management LLC | Newton | $120.2 million | 3 | adviserinfo.sec.gov |
| Renaissance Wealth Advisors, LLC | Newton | $109.9 million | Not listed | adviserinfo.sec.gov |
| Tectonic Ventures Management, LLC | Newton | Not listed | 8 | adviserinfo.sec.gov |
| Staley Capital | Newton | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newton, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Castanea Partners Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.