VC firm
Castellan Group
- Investor type
- VC
- Investing status
- Activeas of 2026-09-19Source (opens in a new tab)
- Headquarters
- Louisville, KY, United States
- Founded
- 2018
- Assets under management
- $59.9MForm ADV private fund GAV, as of 2026-03-25Source (opens in a new tab)
- Funds
- 9
- Legal name
- CASTELLAN GROUP, LLC
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Record updated 30 September 2026
About
We don’t just allocate assets; we cultivate lasting legacies. By blending the precision of investment management, the innovation of private equity, and the personalized care of family office solutions, we create a seamless, tailored strategy that aligns with your family’s values and goals.
Investment approach
- Thesis
- Biblical stewardship isn’t just about growing wealth—it’s about using it wisely to create lasting impact. By applying time-tested financial principles rooted in discipline and thoughtful planning, we help simplify the complexities of wealth management while maximizing returns. Our approach ensures that financial success isn’t just measured in numbers but in the meaningful legacy it creates for future generations.Source (opens in a new tab)
- Leads rounds
- Yes
- Lead policy
- a Series Seed investment being led by Castellan Group
- Investing status notes
- Investing in high-potential startups and early-stage businesses to drive innovation and long-term growth.
Funds
- CGGD FRANCHISOR QOZ, LP
- Main fund
- AWC OPPORTUNITY ZONE FUND I, LLC
- Opportunity
- CGMX 1, LP
- Main fund
- CGA AWC FUND I, LLC
- Main fund
- AGING INNOVATION FUND I, LP
- Main fund
- CGLV I, LP
- Main fund
- CASTELLAN VENTURE OPPORTUNITIES EVERGREEN I, LP
- Opportunity
- CGRW QOZ LP
- Main fund
- CGLHCC HOLDINGS, LLC
- Main fund
SEC registration
- Registered adviser
- CASTELLAN GROUP, LLC
- CRD number
- 299363 (opens in a new tab)
- SEC file number
- 801-119581
- Registration
- SEC registered
- Regulatory AUM
- $882Mas of 2026-03-25
- Private funds reported
- 8
- Principal office
- LOUISVILLE, KY, United States
Programs
- Fellowship
- fellowship (opens in a new tab)
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