CASTELLAN GROUP

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Castellan Group is an investment advisor and multi-family family office that exists to partner with ultra-high net worth families as accountable stewards of their assets.

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CASTELLAN GROUP

Social Links:

Founded:
2018-01-01

Status:
Active

Contact:
502.805.6880

Technology used in webpage:
Microsoft Exchange Online


Investments List

Date Company Article Money raised
2022-05-17 Levatas Castellan Group investment in Seed Round - Levatas 5.5 M USD
2021-05-24 WEAV3D Castellan Group investment in Funding Round - WEAV3D 1000 K USD
2021-04-02 Medxoom Castellan Group investment in Series A - Medxoom 8.08 M USD

More informations about "Castellan Group"

Castellan Group - Family Office

Castellan is a trust-owned investment firm providing intelligent and innovative investment strategies. Our team brings together experts and decades of industry experience. We serve โ€ฆSee details»

About Us - Castellan Group

His work at Castellan primarily focuses on quantitative research, strategy development, and data analysis. Ben contributes to several software projects, including construction & management โ€ฆSee details»

Family Office - Castellan Group

Future & Family Focused Our family office team is dedicated to serving your family as accountable stewards for generations. Our goal is to maximize your assets while simplifying your life. We use our proven five-pillar approach.See details»

Castellan Group - Crunchbase Investor Profile

Castellan Group is an investment advisor and multi-family family office that exists to partner with ultra-high net worth families as accountable stewards of their assets.See details»

Castellan Group, LLC - LinkedIn

Castellan Group, LLC | 771 followers on LinkedIn. Stewardship (noun): the careful and responsible management of something entrusted to one's care - Merriam-Webster.com Castellan is an independent ...See details»

Castellan Group, LLC - The Org

We are accountable stewards providing outstanding stewardship of all your resources with the goal of simplifying your life and improving your returns. Castellan is wholly owned by a โ€ฆSee details»

Castellan Group, Inc. Company Profile | Wayne, PA | Competitors ...

Find company research, competitor information, contact details & financial data for Castellan Group, Inc. of Wayne, PA. Get the latest business insights from Dun & Bradstreet.See details»

Castellan Group - Investments, Portfolio & Company Exits

Castellan Group is an investment advisor and multi-family family office.See details»

Private Investments - Castellan Group

Our Private Investment team is comprised of successful entrepreneurs and leading industry experts. Castellan seeks to partner with entrepreneurs that are building the next generation of industry-leading companies. We invest in โ€ฆSee details»

CASTELLAN - financialadvisorguide.com

CASTELLAN offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, estate planning, โ€ฆSee details»

Castellan Group - WeDeal Investor Profile, Portfolio, Investments โ€ฆ

Castellan is an independent registered investment advisor. We are accountable stewards providing outstanding stewardship of all your resources with the goal of simplifying your life โ€ฆSee details»

CASTELLAN GROUP Top 13F Holdings - WhaleWisdom.com

Castellan Group is based out of Louisville. Castellan Group is a hedge fund with 20 clients and discretionary assets under management (AUM) of $353,473,345 (Form ADV from 2024-11 โ€ฆSee details»

Castellan Group - Contacts, Employees, Board Members

Castellan Group is an investment advisor and multi-family family office.See details»

Investment Management - Castellan Group

VolParโ„ข is an asset allocation investment strategy inspired by the idea of risk parity. Through a wide static diversification across the asset classes of equities, fixed income, and commodities โ€ฆSee details»

Castellan Group, LLC Portfolio Holdings - Fintel

Castellan Group, LLC has disclosed 61 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 230,789,343 USD. Actual Assets Under Management โ€ฆSee details»

Castellan Group 13F Filings

Aug 16, 2021 Castellan Group reported 61 holdings with total value $231 M as of Q4 2024. Top holdings included APP, MSFT, TGTX, FTNT, and NCLHSee details»

Important Disclosures - Castellan Group

Important Disclosures Castellan Group, LLC (โ€œCastellanโ€) is a Registered Investment Advisor (โ€œRIAโ€), with the U.S. Securities and Exchange Commission (โ€œSECโ€). Castellan provides โ€ฆSee details»

Castellan Group Portfolio | Castellan Group 13F Holdings & Trades

Heatmaps of the top 13f holdings and a list of the largest trades made by Castellan Group, the hedge fund managed by Castellan Group.See details»

Aging Innovation Fund - Castellan Group

The Louisville Healthcare CEO Council brings together an unprecedented collaboration of experts to address the aging crisis. The LHCC will deploy their healthcare innovation engine through โ€ฆSee details»

Castellan Group - Updates, News, Events, Signals & Triggers

Castellan Group is an investment advisor and multi-family family office.See details»