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Castellan Financial Group
CASTELLAN FINANCIAL ADVISORS is an SEC-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1...
Castellan Financial Group
CASTELLAN FINANCIAL ADVISORS is an SEC-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Location
City
Catonsville, MD 21228
Frequently asked questions
Who runs investment decisions at Castellan Financial Advisors?
The firm does not publicly disclose the names of its investment committee members or senior principals. Investment decisions are managed by an internal team that works with each client family to develop and execute a customized portfolio strategy (per public record).
How does Castellan source proprietary deal flow?
Castellan sources investment opportunities through its network of relationships with GPs, institutional co-investors, and intermediaries. The firm targets direct co-investments in private equity and real estate that align with client portfolios, but specifics of deal sourcing are not publicly detailed (per public record).
Is Castellan structured as a single family office or a multi-family office?
Castellan operates as an RIA-based multi-family office, serving multiple families rather than a single family. This structure allows the firm to offer institutional-grade investment management and wealth planning to a select group of clients while maintaining independence from any one family's capital (per public record).
Does Castellan participate in fund commitments or only direct deals?
Castellan commits capital to both pooled investment vehicles and direct co-investments. The firm allocates across public market strategies including equities and fixed income, while also selecting direct private equity and real estate opportunities to complement client portfolios. The exact mix is not publicly disclosed (per public record).
What investment stages does Castellan typically target?
The firm does not specify a preferred investment stage publicly. Its direct investments are described as focusing on private equity and real estate opportunities that meet client-specific criteria, without a stated preference for growth equity, buyout, or venture stage. Client portfolios are tailored to individual liquidity needs (per public record).
Which sectors does Castellan explicitly avoid?
There is no public record of se ctors that Castellan explicitly avoids. The firm's investment approach is described as goals-based and client-driven, meaning sector allocations vary by family objective rather than firm-wide restrictions (per public record).
How is Castellan related to any parent or affiliated entity?
There is no public information indicating that Castellan Financial Advisors is part of a larger corporate structure or owned by a bank, trust company, or other financial institution. The firm appears to operate as an independent RIA (per public record).
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