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CASTANEA PARTNERS INC.

NEWTON, MA · CRD 160229 · IAPD ↗ · castaneapartners.com · 617-630-2400

$239.0MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — CASTANEA PARTNERS INC. reported RAUM down 42% ($423.0M -> $246.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2024 — CASTANEA PARTNERS INC. reported RAUM down 41% ($715.0M -> $423.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.