CASTANEA PARTNERS INC.

NEWTON, Massachusetts·3 registered advisors·CRD# 160229
SEC# 801-732980617-630-2400
01

Firm Overview

AUM
$423M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: CARRIED INTEREST
03

Specialties

Retirement Planning
04

Advisors at CASTANEA PARTNERS INC.

3 registered advisors
Brian Jonathan Knez
NEWTON, Massachusetts
Paul Francis Gibbons
NEWTON, Massachusetts
Robert Alan Smith
NEWTON, Massachusetts
05

Office Locations

NEWTON, Massachusetts
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CASTANEA PARTNERS INC. (CRD# 160229) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.