# CASTANEA PARTNERS INC.

CASTANEA PARTNERS INC. of NEWTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 160229
- Type: SEC-registered investment adviser
- SEC file number: 801-73298
- Location: THREE NEWTON EXECUTIVE PARK STE 304, NEWTON, MA, 02462
- Phone: 617-630-2400
- Latest filing: 2026-03-31
- Regulatory AUM: $239.0M
- Discretionary AUM: $239.0M
- Clients: 6
- Accounts: 5

## Business model

- Compensation: % of AUM, Other
- Clients served: Investment cos

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [Robert Alan Smith](https://search.stillhousedata.com/person/437072) | MANAGING PARTNER | Columbus, OH |
| [Colleen Patricia Love](https://search.stillhousedata.com/person/697622) | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| [Brian Jonathan Knez](https://search.stillhousedata.com/person/713487) | MANAGING PARTNER | — |
| [SMITH ROBERT ALAN](https://search.stillhousedata.com/person/741071) | MANAGING PARTNER | — |
| [KNEZ BRIAN JONATHAN](https://search.stillhousedata.com/person/741072) | MANAGING PARTNER | — |
| [LOVE COLLEEN PATRICIA](https://search.stillhousedata.com/person/819817) | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| [GIBBONS PAUL FRANCIS](https://search.stillhousedata.com/person/819818) | CHIEF OPERATING OFFICER | — |
| [BERG STEVEN THOMAS](https://search.stillhousedata.com/person/819819) | MANAGING PARTNER | — |


## Private funds (5)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CASTANEA PARTNERS FUND IV L.P. | Private Equity Fund | Delaware | 22 | $181.0M | — |
| CASTANEA PARTNERS FUND III L.P. | Private Equity Fund | Delaware | 22 | $32.0M | — |
| CASTANEA FAMILY HOLDINGS IV LLC | Private Equity Fund | Delaware | 9 | $12.0M | — |
| CASTANEA FAMILY HOLDINGS LLC | Private Equity Fund | Delaware | 10 | $7.0M | — |
| CASTANEA FAMILY INVESTMENTS LLC | Private Equity Fund | Delaware | 2 | $7.0M | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160229/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160229/similar
- Related entities: https://search.stillhousedata.com/firm/160229/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160229

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.