DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

CASTLE HARLAN, INC.

CRD 158106

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fcbc0419-839d-b2d5-7db1-868286fd1d39

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 2
On other graphs: 4
Observed: Feb 14, 2012 to Mar 27, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Castle Harlan, Inc.

Private equity manager · cited, shared crd

Independent Sponsorsidentity

Castle Harlan, Inc.

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

Castle Harlan, Inc.

Manager with allocator commitments · cited, shared crd

Private Creditidentity

CASTLE HARLAN, INC.

Private credit manager · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $678MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $678M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 27
Advisory employees: 11
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 21
Private funds: 21Schedule D 7.B(1)
Custody, client assets: $362M
Relying advisers: 3
SEC number: 801-74023
CRD: 158106
Filings on the tape: 33
First filed: Feb 14, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, DE
Website: castleharlan.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 32

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
THE BRANFORD CASTLE FUND II, L.P.	Private Equity Fund	$246M	Aug 20, 2024	104	Mar 27, 2020	reported	021-351059
CASTLE HARLAN PARTNERS V, L.P.	Private Equity Fund	$103M	Aug 20, 2024	47	Feb 14, 2012	reported	021-116235
THE BRANFORD CASTLE FUND, L.P.	Private Equity Fund	$97.9M	Aug 20, 2024	45	Jun 24, 2015	reported	021-239234
CASTLE HARLAN PARTNERS III, L.P.	Private Equity Fund	$42.3M	Feb 14, 2012	47	Feb 14, 2012	dropped	021-999999
CHAMP II WORLDWIDE, L.P.	Private Equity Fund	$32.9M	Aug 8, 2018	32	Feb 14, 2012	dropped	021-78968
BRANFORD TOP HOLD FILTRATION BLOCKER LP	Private Equity Fund	$31.1M	Aug 20, 2024	12	Mar 30, 2021	reported	n/a
CASTLE HARLAN SHC PARTNERS, L.P.	Private Equity Fund	$29.6M	Aug 20, 2024	9	Mar 27, 2020	reported	021-346684
CASTLE HARLAN AUSTRALIAN MEZZANINE PARTNERS I USA LIMITED	Private Equity Fund	$25.5M	Oct 16, 2013	41	Feb 14, 2012	dropped	021-999999
CHP V AIV HOLDINGS LP	Private Equity Fund	$23.1M	Aug 20, 2024	47	Mar 28, 2013	reported	n/a
CASTLE HARLAN BAF PARTNERS, L.P.	Private Equity Fund	$20.1M	Aug 20, 2024	14	Oct 24, 2023	reported	n/a
CHAMP II WORLDWIDE COOPERATIEF U.A.	Private Equity Fund	$18.4M	Jan 31, 2018	23	Feb 14, 2012	dropped	n/a
CHP V SD CO-INVEST, LP	Private Equity Fund	$9.7M	Aug 20, 2024	17	Mar 31, 2014	reported	021-191465
BRANFORD TOP HOLD GPT BLOCKER LP	Private Equity Fund	$9.6M	Aug 20, 2024	12	Mar 26, 2024	reported	n/a
BRANFORD TOP HOLD LAFAYETTE INSTRUMENT BLOCKER L.P.	Private Equity Fund	$7.6M	Aug 20, 2024	12	Mar 29, 2022	reported	n/a
TITAN DELAWARE BLOCKER L.P.	Private Equity Fund	$6.3M	Aug 20, 2024	12	Mar 27, 2020	reported	n/a
TPE TOP HOLD (OFFSHORE) L.P.	Private Equity Fund	$5.6M	Mar 27, 2020	12	Mar 29, 2019	dropped	n/a
CHAMP II WORLDWIDE AFFILIATES, L.P.	Private Equity Fund	$3.5M	Aug 8, 2018	66	Feb 14, 2012	dropped	021-82508
BRANFORD TOP HOLD FLOATS BLOCKER LP	Private Equity Fund	$3.4M	Aug 20, 2024	13	Mar 26, 2024	reported	n/a
CASTLE HARLAN PARTNERS IV, L.P.	Private Equity Fund	$2.0M	Aug 20, 2024	2	Feb 14, 2012	reported	021-45715
CASTLE HARLAN PARTNERS V AFFILIATES, L.P.	Private Equity Fund	$1.8M	Aug 20, 2024	40	Feb 14, 2012	reported	021-138235
CHP V AIV POOL 2, LTD.	Private Equity Fund	$1.3M	Aug 20, 2024	29	Mar 28, 2013	reported	n/a
CASTLE HARLAN AFFILIATES III, L.P.	Private Equity Fund	$875,810	Feb 14, 2012	38	Feb 14, 2012	dropped	021-999999
CASTLE HARLAN PARTNERS V QP, L.P.	Private Equity Fund	$860,079	Aug 20, 2024	22	Feb 14, 2012	reported	021-138236
CASTLE HARLAN OFFSHORE PARTNERS III, L.P.	Private Equity Fund	$833,919	Feb 14, 2012	2	Feb 14, 2012	dropped	021-999999
CHP V QP AIV LP	Private Equity Fund	$723,175	Aug 20, 2024	22	Mar 28, 2013	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CASTLE, JOHN, KROB	CEO, CHAIRMAN OF THE BOARD OF DIRECTORS, SHAREHOLDER	E	yes	04/1987	Feb 14, 2012	Aug 20, 2024
CASTLE, DAVID, ALEXANDER	SR. VICE PRESIDENT, TREASURER, CHIEF ADMINISTRATIVE OFFICER, MEMBER OF THE BOARD OF DIRECTORS	Na	no	07/2018	May 12, 2017	Aug 20, 2024
PITTAWAY, DAVID, B	SR. MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, SR. VICE PRESIDENT, SECRETARY, VICE CHAIRMAN OF THE BOARD OF DIRECTORS	Na	no	05/2017	May 12, 2017	Aug 20, 2024
REDDINGTON, JAMES, ALOYSIOUS	CHIEF FINANCIAL OFFICER, SR. VICE PRESIDENT	Na	no	07/2018	Aug 8, 2018	Aug 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BC GP, LLC	n/a	n/a	n/a	N	yes	n/a
BRANFORD CASTLE ASSOCIATES II, L.P.	n/a	n/a	n/a	N	yes	n/a
CASTLE HARLAN AES GP, CORP.	n/a	n/a	n/a	N	yes	n/a
CASTLE HARLAN ASSOCIATES IV , L.P.	n/a	n/a	n/a	N	yes	n/a
CASTLE HARLAN ASSOCIATES IV , LLC	n/a	n/a	n/a	N	yes	n/a
CASTLE HARLAN AUSTRALIAN MEZZANINE ASSOCIATES II, LLC	n/a	n/a	n/a	N	yes	n/a
CASTLE HARLAN AUSTRALIAN MEZZANINE PARTNERS PTY LIMITED	n/a	n/a	n/a	Y	yes	n/a
CASTLE HARLAN PARTNERS V AFFILIATES, L.P.	n/a	n/a	n/a	N	yes	n/a
CASTLE HARLAN SHC GP, LLC	n/a	n/a	n/a	N	yes	n/a
CHAMP PRIVATE EQUITY PTE LTD.	n/a	n/a	n/a	Y	yes	n/a
CHP V AIV GP LTD.	n/a	n/a	n/a	N	yes	n/a
CHP V AIV SLP L.P.	n/a	n/a	n/a	N	yes	n/a
CPEC FINANCIAL SERVICES PTY LTD	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BOCA RATON	FL	United States	4	no
PALM BEACH	FL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$678M	$678M	27	11	2	21	n/a
2024	Apr 29, 2025	$471M	$471M	21	11	2	18	n/a
2023	Mar 26, 2024	$600M	$600M	21	14	3	22	$595M
2022	Mar 30, 2023	$842M	$842M	21	14	2	19	$835M
2021	Mar 29, 2022	$951M	$951M	21	14	1	19	$945M
2020	Mar 30, 2021	$784M	$784M	21	14	0	18	$777M
2019	Mar 27, 2020	$796M	$796M	21	14	0	18	$796M
2018	Mar 29, 2019	$876M	$876M	21	15	2	15	$876M
2017	Mar 29, 2018	$888M	$888M	18	8	2	15	$886M
2016	Mar 31, 2017	$950M	$950M	16	8	n/a	16	$947M
2015	Mar 30, 2016	$1.3B	$1.3B	11	6	n/a	16	$1.3B
2014	Mar 31, 2015	$1.5B	$1.5B	50	20	n/a	16	$1.5B
2013	Mar 31, 2014	$1.7B	$1.7B	50	20	n/a	16	$1.5B
2012	Mar 28, 2013	$1.5B	$1.5B	50	20	n/a	16	$1.5B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$678M	$471M	43.9%	$842M	-7.0%	27	21	2	2

Relationships

Advises (32)

→ CASTLE HARLAN PARTNERS V, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ THE BRANFORD CASTLE FUND, L.P.Private fundPrivate Equity Fund, IA
Jun 24, 2015 to presentfactForm ADV
→ FROGMORE AFFILIATES IV, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ TITAN DELAWARE BLOCKER L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ CASTLE HARLAN SHC PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ CASTLE HARLAN OFFSHORE PARTNERS IV, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ CHP V AIV POOL 2, LTD.Private fundPrivate Equity Fund, IA
Mar 28, 2013 to presentfactForm ADV
→ CHP V QP AIV LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2013 to presentfactForm ADV
→ CASTLE HARLAN AFFILIATES IV - QP, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ CASTLE HARLAN PARTNERS V AFFILIATES, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ CHP V SD CO-INVEST, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2014 to presentfactForm ADV
→ BRANFORD TOP HOLD LAFAYETTE INSTRUMENT BLOCKER L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2022 to presentfactForm ADV
→ BRANFORD TOP HOLD GPT BLOCKER LPPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ THE BRANFORD CASTLE FUND II, L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ CASTLE HARLAN PARTNERS IV, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ CHP V AFFILIATES AIV LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2013 to presentfactForm ADV
→ CASTLE HARLAN PARTNERS V QP, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ CASTLE HARLAN AES PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Aug 20, 2024 to presentfactForm ADV
→ CASTLE HARLAN BAF PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Oct 24, 2023 to presentfactForm ADV
→ BRANFORD TOP HOLD FILTRATION BLOCKER LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ BRANFORD TOP HOLD FLOATS BLOCKER LPPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ CHP V AIV HOLDINGS LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2013 to presentfactForm ADV
→ CASTLE HARLAN AFFILIATES IV - AI, L.P.Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ TPE TOP HOLD (OFFSHORE) L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 29, 2019 to Mar 27, 2020factForm ADV
→ CHAMP II WORLDWIDE AFFILIATES, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Aug 8, 2018factForm ADV
→ CHAMP II WORLDWIDE, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Aug 8, 2018factForm ADV
→ CHAMP II WORLDWIDE COOPERATIEF U.A.Private fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Jan 31, 2018factForm ADV
→ CASTLE HARLAN AUSTRALIAN MEZZANINE PARTNERS I USA LIMITEDPrivate fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Oct 16, 2013factForm ADV
→ FROGMORE FORUM FAMILY FUND, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Feb 14, 2012factForm ADV
→ CASTLE HARLAN PARTNERS III, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Feb 14, 2012factForm ADV
and 2 more

Owns (3)

← PITTAWAY, DAVID, BOwnerSR. MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, SR. VICE PRESIDENT, SECRETARY, VICE CHAIRMAN OF THE BOARD OF DIRECTORS, ownership code NA, individual
May 12, 2017 to Aug 20, 2024factForm ADV
← CASTLE, DAVID, ALEXANDEROwnerSR. VICE PRESIDENT, TREASURER, CHIEF ADMINISTRATIVE OFFICER, MEMBER OF THE BOARD OF DIRECTORS, ownership code NA, individual
May 12, 2017 to Aug 20, 2024factForm ADV
← REDDINGTON, JAMES, ALOYSIOUSOwnerCHIEF FINANCIAL OFFICER, SR. VICE PRESIDENT, ownership code NA, individual
Aug 8, 2018 to Aug 20, 2024factForm ADV

Controls (1)

← CASTLE, JOHN, KROBOwnerCEO, CHAIRMAN OF THE BOARD OF DIRECTORS, SHAREHOLDER, ownership code E, individual
Feb 14, 2012 to Aug 20, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Castle Harlan, Inc. reported RAUM $678.0M, up 44% from $471.1M (2025-11-19 to 2026-03-27)
Form ADVobserved 4 days ago
$207M
Occurred
Mar 26, 2024
Regulatory AUM changed
Castle Harlan, Inc. reported RAUM $600.0M, down 30% from $861.8M (2024-01-04 to 2024-03-26)
Form ADVobserved 4 days ago
$-262M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fcbc0419-839d-b2d5-7db1-868286fd1d39
First observed: Feb 14, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CASTLE HARLAN, INC.

CRD 158106

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fcbc0419-839d-b2d5-7db1-868286fd1d39

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

THE BRANFORD CASTLE FUND II, L.P.

Private Equity Fund

$246M

Aug 20, 2024

104

Mar 27, 2020

reported

021-351059

CASTLE HARLAN PARTNERS V, L.P.

Private Equity Fund

$103M

Aug 20, 2024

Feb 14, 2012

reported

021-116235

THE BRANFORD CASTLE FUND, L.P.

Private Equity Fund

$97.9M

Aug 20, 2024

Jun 24, 2015

reported

021-239234

CASTLE HARLAN PARTNERS III, L.P.

Private Equity Fund

$42.3M

Feb 14, 2012

dropped

021-999999

CHAMP II WORLDWIDE, L.P.

Private Equity Fund

$32.9M

Aug 8, 2018

Feb 14, 2012

dropped

021-78968

BRANFORD TOP HOLD FILTRATION BLOCKER LP

Private Equity Fund

$31.1M

Aug 20, 2024

Mar 30, 2021

reported

n/a

CASTLE HARLAN SHC PARTNERS, L.P.

Private Equity Fund

$29.6M

Aug 20, 2024

Mar 27, 2020

reported

021-346684

CASTLE HARLAN AUSTRALIAN MEZZANINE PARTNERS I USA LIMITED

Private Equity Fund

$25.5M

Oct 16, 2013

Feb 14, 2012

dropped

021-999999

CHP V AIV HOLDINGS LP

Private Equity Fund

$23.1M

Aug 20, 2024

Mar 28, 2013

reported

n/a

CASTLE HARLAN BAF PARTNERS, L.P.

Private Equity Fund

$20.1M

Aug 20, 2024

Oct 24, 2023

reported

n/a

CHAMP II WORLDWIDE COOPERATIEF U.A.

Private Equity Fund

$18.4M

Jan 31, 2018

Feb 14, 2012

dropped

n/a

CHP V SD CO-INVEST, LP

Private Equity Fund

$9.7M

Aug 20, 2024

Mar 31, 2014

reported

021-191465

BRANFORD TOP HOLD GPT BLOCKER LP

Private Equity Fund

$9.6M

Aug 20, 2024

Mar 26, 2024

reported

n/a

BRANFORD TOP HOLD LAFAYETTE INSTRUMENT BLOCKER L.P.

Private Equity Fund

$7.6M

Aug 20, 2024

Mar 29, 2022

reported

n/a

TITAN DELAWARE BLOCKER L.P.

Private Equity Fund

$6.3M

Aug 20, 2024

Mar 27, 2020

reported

n/a

TPE TOP HOLD (OFFSHORE) L.P.

Private Equity Fund

$5.6M

Mar 27, 2020

Mar 29, 2019

dropped

n/a

CHAMP II WORLDWIDE AFFILIATES, L.P.

Private Equity Fund

$3.5M

Aug 8, 2018

Feb 14, 2012

dropped

021-82508

BRANFORD TOP HOLD FLOATS BLOCKER LP

Private Equity Fund

$3.4M

Aug 20, 2024

Mar 26, 2024

reported

n/a

CASTLE HARLAN PARTNERS IV, L.P.

Private Equity Fund

$2.0M

Aug 20, 2024

Feb 14, 2012

reported

021-45715

CASTLE HARLAN PARTNERS V AFFILIATES, L.P.

Private Equity Fund

$1.8M

Aug 20, 2024

Feb 14, 2012

reported

021-138235

CHP V AIV POOL 2, LTD.

Private Equity Fund

$1.3M

Aug 20, 2024

Mar 28, 2013

reported

n/a

CASTLE HARLAN AFFILIATES III, L.P.

Private Equity Fund

$875,810

Feb 14, 2012

dropped

021-999999

CASTLE HARLAN PARTNERS V QP, L.P.

Private Equity Fund

$860,079

Aug 20, 2024

Feb 14, 2012

reported

021-138236

CASTLE HARLAN OFFSHORE PARTNERS III, L.P.

Private Equity Fund

$833,919

Feb 14, 2012

dropped

021-999999

CHP V QP AIV LP

Private Equity Fund

$723,175

Aug 20, 2024

Mar 28, 2013

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CASTLE, JOHN, KROB

CEO, CHAIRMAN OF THE BOARD OF DIRECTORS, SHAREHOLDER

yes

04/1987

Feb 14, 2012

Aug 20, 2024

CASTLE, DAVID, ALEXANDER

SR. VICE PRESIDENT, TREASURER, CHIEF ADMINISTRATIVE OFFICER, MEMBER OF THE BOARD OF DIRECTORS

07/2018

May 12, 2017

Aug 20, 2024

PITTAWAY, DAVID, B

SR. MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, SR. VICE PRESIDENT, SECRETARY, VICE CHAIRMAN OF THE BOARD OF DIRECTORS

05/2017

May 12, 2017

Aug 20, 2024

REDDINGTON, JAMES, ALOYSIOUS

CHIEF FINANCIAL OFFICER, SR. VICE PRESIDENT

07/2018

Aug 8, 2018

Aug 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BC GP, LLC

n/a

yes

n/a

BRANFORD CASTLE ASSOCIATES II, L.P.

n/a

yes

n/a

CASTLE HARLAN AES GP, CORP.

n/a

yes

n/a

CASTLE HARLAN ASSOCIATES IV , L.P.

n/a

yes

n/a

CASTLE HARLAN ASSOCIATES IV , LLC

n/a

yes

n/a

CASTLE HARLAN AUSTRALIAN MEZZANINE ASSOCIATES II, LLC

n/a

yes

n/a

CASTLE HARLAN AUSTRALIAN MEZZANINE PARTNERS PTY LIMITED

n/a

yes

n/a

CASTLE HARLAN PARTNERS V AFFILIATES, L.P.

n/a

yes

n/a

CASTLE HARLAN SHC GP, LLC

n/a

yes

n/a

CHAMP PRIVATE EQUITY PTE LTD.

n/a

yes

n/a

CHP V AIV GP LTD.

n/a

yes

n/a

CHP V AIV SLP L.P.

n/a

yes

n/a

CPEC FINANCIAL SERVICES PTY LTD

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

BOCA RATON

United States

PALM BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$678M

n/a

2024

Apr 29, 2025

$471M

n/a

2023

Mar 26, 2024

$600M

$595M

2022

Mar 30, 2023

$842M

$835M

2021

Mar 29, 2022

$951M

$945M

2020

Mar 30, 2021

$784M

$777M

2019

Mar 27, 2020

$796M

2018

Mar 29, 2019

$876M

2017

Mar 29, 2018

$888M

$886M

2016

Mar 31, 2017

$950M

n/a

$947M

2015

Mar 30, 2016

$1.3B

n/a

$1.3B

2014

Mar 31, 2015

$1.5B

n/a

$1.5B

2013

Mar 31, 2014

$1.7B

n/a

$1.5B

2012

Mar 28, 2013

$1.5B

n/a

$1.5B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$678M

$471M

43.9%

$842M

-7.0%