CASTLE HARLAN, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 158106
- Registered since
- March 30, 2012
- Website
- castleharlan.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Castle Harlan, Inc. operates as a private equity manager and sponsor, managing pooled investment vehicles for institutional clients. The firm is structured as a corporation and has been SEC-registered since 2012. Its advisory activity centers on portfolio management for pooled investment vehicles, and it serves as a general partner, sponsor and managing member of those vehicles rather than functioning primarily as a capital allocator. Fee arrangements combine a percentage-of-AUM management fee with performance-based fees, reflecting a typical private equity carry structure. Castle Harlan is not listed as an active ESG investor. The firm’s client base is institutional and relatively concentrated. In addition to operating its own private funds, Castle Harlan commits to or uses external alternative managers for private equity and venture capital exposure, indicating a mix of in-house sponsorship and third-party manager allocations in its approach.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JAMES REDDINGTON
Chief Financial OfficerCRD 6519906
JOHN CASTLE
Chairman and Chief Executive OfficerCRD 43129
DAVID PITTAWAY
Chief Compliance OfficerCRD 1395349
Contacts
1 of 1DAVID CASTLE
Managing PartnerCRD 6519898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 150 E 58th St
- Time zone
- ET (UTC-5)
- Office locations
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