five pillars of success

Documents

We have unique structural advantages that allow us to take a truly long-term approach most financing partners cannot offer. We further leverage these advantages to be able to provide capital across all stages of the business lifecycle, from pre-seed venture capital to private equity exits for mature businesses. While our focus is on equity investments, we are open to considering debt and mezzanine securities if the risk-adjusted returns are attractive. We are also open to Qualified Opportunity Zone investments.

investment strategies & advisory

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Continuous Learning

Create cutting edge solutions as the world changes

 

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Integrity

Candidly advising only what is in your best interest

 

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Compatibility

Ensuring a long-term partnership

 

______

 

Accountability

Fee alignment and rigorous outcome measurement

 

______

 

Transparency

Processes and operations are fully visible

 

Private Investments & Oversight

We have unique structural advantages that allow us to take a truly long-term approach most financing partners cannot offer. We further leverage these advantages to be able to provide capital across all stages of the business lifecycle, from pre-seed venture capital to private equity exits for mature businesses. While our focus is on equity investments, we are open to considering debt and mezzanine securities if the risk-adjusted returns are attractive. We are also open to Qualified Opportunity Zone investments.

 

tax strategies & estate planning

Castellan is an independent registered investment advisor wholly owned by perpetual trust with all income annually donated to charitable organizations. If Castellan is ever sold, 100% of the proceeds of the sale will pass on to charities through the trust. Castellan is designed to serve your family for generations.

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Continuous Learning

Create cutting edge solutions as the world changes

 

______

 

Integrity

Candidly advising only what is in your best interest

 

______

 

Compatibility

Ensuring a long-term partnership

 

______

 

Accountability

Fee alignment and rigorous outcome measurement

 

______

 

Transparency

Processes and operations are fully visible

 

PHILANTHROPY & LEGACY PLANNING

Castellan is an independent registered investment advisor wholly owned by perpetual trust with all income annually donated to charitable organizations. If Castellan is ever sold, 100% of the proceeds of the sale will pass on to charities through the trust. Castellan is designed to serve your family for generations.

______

 

Continuous Learning

Create cutting edge solutions as the world changes

 

______

 

Integrity

Candidly advising only what is in your best interest

 

______

 

Compatibility

Ensuring a long-term partnership

 

______

 

Accountability

Fee alignment and rigorous outcome measurement

 

______

 

Transparency

Processes and operations are fully visible

 

Castellan is an independent registered investment advisor wholly owned by perpetual trust with all income annually donated to charitable organizations. If Castellan is ever sold, 100% of the proceeds of the sale will pass on to charities through the trust. Castellan is designed to serve your family for generations.