Important Disclosures:

Castellan Group, LLC (“Castellan”) is a Registered Investment Advisor (“RIA”), with the U.S. Securities and Exchange Commission (“SEC”). Castellan provides investment advisory and family office services for ultra-high net worth clients nationally. Castellan will maintain all applicable registration and licenses as required by the various states in which Castellan conducts business, as applicable. Castellan renders individualized responses to persons in a particular state only after complying with all notice filing and regulatory requirements, or pursuant to an applicable state exemption or exclusion.

 

This website is intended to provide general information about Castellan and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

 

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Castellan does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

 

Pillar Two Investment Disclosures: Representative Investments

CircleUp - Castellan invested in a closed-ended SPV that led a bridge round financing and advises clients on corporate actions at the LP level

PTM Partners - Real Estate Development fund focused on opportunity zones

Castellan is the anchor limited partner in PTM Partners Opportunity Zone Fund II and holds a seat on the fund’s investment committee.

HealthLink, CareLike, and HCP Navigator - Integrated healthcare IT business

Castellan works closely with management on M&A, a wide variety of managerial responsibilities, as well as advising oversight for controlling stake.

Sterling Restaurants - Largest franchisee of Moe’s Southwestern Grill

Castellan refinanced a portion of senior debt through a closed-ended SPV and advises clients on oversight for large minority stake.

Green District - Growth stage fast casual salad franchisor/franchise operator

Castellan led the Series A investment through a closed-ended SPV and is involved with advising management and oversight.

Readyworks - Early-stage healthcare IT business

Castellan led the Seed investment through a closed-ended SPV and will be involved with advising management and oversight going forward.

On Call Central - Healthcare IT business

Castellan advises clients on oversight of minority stake.