Castanea Partners

Private Equity SEC-registered adviser

Legal name: Castanea Partners Inc.

Newton, MA Website

AUM

$239.0M
Regulatory AUM

Private funds

5
Private Equity 5

Private fund assets

$239.0M
Gross asset value

Employees

6

Last Form D raise

Oct 2014
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(2)

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

B
Brian Knez
Managing Partner
Source: SEC Form ADV
R
Robert Smith
Managing Partner
Source: SEC Form ADV

Funds(5)

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

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Castanea Partners Fund IV L.P.Private Equity$181.0M$600.0M23Oct 2014Cold
Castanea Family Holdings IV LLCPrivate Equity$12.0M$41.5M13Sep 2014Cold
Castanea Partners Fund III L.P.Private Equity$32.0M———
Castanea Family Holdings LLCPrivate Equity$7.0M———
Castanea Family Investments LLCPrivate Equity$7.0M———

Board seats(1)

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

Thorley Industries
OtherPittsburgh, PADirector: Robert Smith
$51.2M raised
Since Sep 2014
SEC Form D

Regulatory identifiers

CRD number
160229
SEC file number
801-73298

Sources