Castellan Group: Investment advisor for ultra-high net worth families.
Location
Louisville, KY, US
Founded
2018
Castellan Group is an investment advisor and multi-family family office dedicated to partnering with ultra-high net worth families. The firm focuses on accountable stewardship in investment management, private investments, and family office services. Castellan Group typically engages in seed and early-stage investment rounds, with notable investments ranging from $1 million to $10 million.
Notable portfolio companies include Duos, Levatas, and Weav3D, which have collectively raised millions in various funding rounds. Castellan Group's investment philosophy centers on responsibly managing assets and intelligently investing in growing industries. The firm offers unique value-add services tailored to the specific needs of ultra-high net worth families, ensuring comprehensive and personalized asset management.
Castellan Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies3
Current Portfolio Count3
Top Investment Stages
Seed1 (50.0%)
Series A1 (50.0%)
Stage Mix
Seed 50%Series A 50%
Concentration shown as share of disclosed investments by stage.