CASTELLAN GROUP, LLC of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 299363). Regulatory assets under management: $882.2M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Investment cos.
| Name | Role | Location |
|---|---|---|
| Barry Charles Brauch | MANAGING DIRECTOR / CCO | — |
| Sean S Smith | TRUSTEE | — |
| Scott S Smith | TRUSTEE | — |
| SMITH SUSANNE S | TRUSTEE | — |
| BRADBURY SHANNON K | CHIEF COMPLIANCE OFFICER | — |
| BRAUCH BARRY CHARLES | MANAGING DIRECTOR; MANAGING DIRECTOR / CCO | — |
Venture Capital Fund: 5 · Private Equity Fund: 2 · Real Estate Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| AGING INNOVATION FUND I, LP | Venture Capital Fund | Delaware | 15 | $23.4M | $1.0M |
| AWC OPPORTUNITY ZONE FUND I, LLC | Private Equity Fund | Delaware | 3 | $17.2M | $50K |
| CASTELLAN VENTURE OPPORTUNITIES EVERGREEN I, LP | Venture Capital Fund | Delaware | 3 | $15.9M | $50K |
| CGA AWC FUND I, LLC | Real Estate Fund | Delaware | 3 | $2.6M | $50K |
| CGLHCC HOLDINGS, LLC | Venture Capital Fund | Delaware | 8 | $360K | $50K |
| CGLV I, LP | Venture Capital Fund | Delaware | 2 | $325K | $25K |
| CGRW QOZ LP | Venture Capital Fund | Delaware | 3 | $107K | $50K |
| CGGD FRANCHISOR QOZ, LP | Private Equity Fund | Delaware | 3 | $1 | $50K |