CASTLE ISLAND VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
298999
Registered since
October 12, 2018

Firm profile

FINTRX

Overview

Castle Island Ventures is a venture capital manager organized as a limited liability company and registered with the SEC in 2018. The firm operates primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than as an adviser to individual retail accounts. Regulatory classifications show the firm as an unclassified adviser and list it as not a capital allocator; it is not identified as an active ESG investor and is not registered as a multi-state adviser. The firm’s activity centers on raising and managing private venture capital funds, with organizational roles that include fund sponsor, GP and managing member responsibilities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • GUS COLDEBELLA

    Chief Legal OfficerCRD 7287253

  • GRETCHEN MCCAREY

    Chief Financial OfficerCRD 6472488

Contacts

3 of 3
  • MATTHEW WALSH

    Founding PartnerCRD 5175243

  • SEAN JUDGE

    General PartnerCRD 5933435

  • Nicolas Carter

    Founding PartnerCRD 7528827

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
374 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth