Mandate & appetite
- Preferred strategies
- Core Plus, Opportunistic, Value AddDevelopment, Opportunistic, Value AddFixed Income, Geographic Focus, Hedge Funds, Infrastructure, Private Credit, Private Equity
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- $882M
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Castellan Group is an independent registered investment advisor based in the U.S., wholly owned by a charitable trust. Founded with a focus on biblical stewardship, it manages diversified portfolios including healthcare, real estate, technology, and consumer sectors through private equity, venture capital, and family office services.
Unlock mandates & allocation signals
See Castellan Group, LLC's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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