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
Total Investments3
Current Portfolio Count3
Total Portfolio Exits0
Top Investment Stages
Grant1 (33.3%)
Seed1 (33.3%)
Series Unknown1 (33.3%)
Stage Mix
Grant 33%Seed 33%Series Unknown 33%
Concentration shown as share of disclosed investments by stage.
Castellan Group - Similar Investment Firms
Castellan Group - Classification
- Also Known As
- Castellan Group, LLC
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6722Management Investment Offices, Open-end
Show 2 more industry codes
- NAICS
- 525000Funds, Trusts, and Other Financial Vehicles
- SIC
- 6000Depository Institutions