Castellan
Asset Manager SEC-registered adviser
Legal name: Castellan Group, LLC
AUM
$882.2M
Regulatory AUM
Private funds
8
Venture Capital 5 · Private Equity 2 · Real Estate 1
Private fund assets
$59.9M
Gross asset value
Employees
8
Last Form D raise
Jun 2026
Most recent fund filing
From SEC Form ADV filing (filed Mar 25, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
B
Funds(8)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Aging Innovation Fund I, LP | Venture Capital | $23.4M | $8.2M | 20 | Jun 2026 | Hot |
| Awc Opportunity Zone Fund I, LLC | Private Equity | $17.2M | — | — | — | |
| Castellan Venture Opportunities Evergreen I, LP | Venture Capital | $15.9M | — | — | — | |
| Cga Awc Fund I, LLC | Real Estate | $2.6M | — | — | — | |
| Cglhcc Holdings, LLC | Venture Capital | $360K | — | — | — | |
| Cglv I, LP | Venture Capital | $325K | — | — | — | |
| Cgrw Qoz LP | Venture Capital | $107K | — | — | — | |
| Cggd Franchisor Qoz, LP | Private Equity | — | — | — | — |
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
- 299363
- SEC file number
- 801-119581
Sources
- SEC Form ADV Oct 14, 2026