Castanea Partners provides portfolio management for pooled vehicles. The firm advises 5 private funds.
Castanea Partners reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($239M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $239M | 100.0% | $47.8M |
| Total | 5 | $239M | 100% | $47.8M |
- Clients
- 5
- Regulatory AUM
- $239M
- AUM share
- 100.0%
- Avg. per client
- $47.8M
Total
- Clients
- 5
- Regulatory AUM
- $239M
- AUM share
- 100%
- Avg. per client
- $47.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
Castanea Partners is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Brian Knez owns 50% to 75% of Castanea Partners. The leadership team of Castanea Partners includes Chief Financial Officer Colleen Love. It has 6 employees, 4 of them in advisory roles.
Leadership
- Colleen LoveChief Compliance Officer and Chief Financial Officer
- Brian KnezManaging Partner
- Robert SmithManaging Partner
Staff
- 6 employees
- 4 in advisory functions
- Owns 50% to 75% of Castanea Partners Inc.
Brian Knez
Control person · since July 2001
- Owns 50% to 75% of Castanea Partners Inc.
Robert Smith
Control person · since July 2001
Castanea Partners’ regulatory assets fell from $949M (March 2021) to $239M (March 2026); clients fell from 6 to 5 and employees from 8 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $239M | 5 | 6 | 1 |
| March 2025 | $246M | 5 | 7 | 1 |
| March 2024 | $423M | 6 | 8 | 1 |
| March 2023 | $715M | 6 | 8 | 1 |
| March 2022 | $937M | 6 | 8 | 1 |
| March 2021 | $949M | 6 | 8 | 1 |
Besides its headquarters, Castanea Partners has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- Three Newton Executive Park Ste 304, NewtonHQ
Contact and registration details
- Legal name
- Castanea Partners Inc.
- Headquarters
- Three Newton Executive Park Ste 304, Newton, MA 02462
- Website
- castaneapartners.com
- Phone
- 617-630-2400
- @castanea-partners
- SEC file
- 801-73298
- Structure
- Delaware corporation
- Fiscal year end
- December
Castanea Partners has custody of client assets.
How many clients does Castanea Partners have?
Castanea Partners has 5 clients and manages $239 million for them, as of March 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Castanea Partners offer?
Castanea Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Castanea Partners have?
Castanea Partners has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Castanea Partners?
Castanea Partners’ direct owners are Brian Knez (50% to 75%) and Robert Smith (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Castanea Partners get paid?
Castanea Partners is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Castanea Partners?
Castanea Partners’ main office is at Three Newton Executive Park Ste 304, Newton, MA 02462. Its phone number is 617-630-2400. Its website is castaneapartners.com.