Castalian Partners

Hedge Fund Exempt reporting adviser

Legal name: Castalian Partners, LLC

Excelsior, MN Website LinkedIn

AUM

$38.6M
Private fund assets

Private funds

2
Hedge Fund 2

Private fund assets

$38.6M
Gross asset value

Employees

—

Last Form D raise

Sep 2024
Most recent fund filing

From SEC Form ADV filing (filed Mar 3, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

J
James Gibson
Chief Executive Officer, The Winterrock
Source: SEC Form ADV
R
Robert Moodey
Chief Compliance Officer; Chief Operating Officer, Vice President
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Castalian Institutional Partners, LPHedge Fund$23.7M$26.9M8Sep 2024Cold
Castalian Partners Value Fund, LPHedge Fund$14.9M$32.6M68Sep 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
283552
SEC file number
802-125891

Sources