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CASTANEA PARTNERS INC.

Tel: 617-630-2400
Three Newton Executive Park Ste 304
Newton, Massachusetts  02462

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CASTANEA PARTNERS INC.

CASTANEA PARTNERS INC. is a Newton, Massachusetts based financial advisory firm with nearly $423,000,000 in assets under management and provides investment advisory services for 6 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Other (CARRIED INTERES

Firm CRD#:

160229

SEC#:

801-73298

No. of Clients:

6

Assets under Management

$423,000,000

No. of Advisors:

8

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