DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Castellan
Castellan
Biblical Stewardship that grows with generations
venture manager, reported GAV $30.2M across 8 vehicles
Importance
15
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
10
low
Identity and regulatory footprint
- Headquarters
- Louisville, KYadviserinfo.sec.gov
- Office address
- 2011 LAKE POINT WAY, SUITE 001, Louisville, KY, 40223adviserinfo.sec.gov
- Business phone
- 859.494.0523adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 25, 2026
- Private funds reported
- 8 (5 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $59.9Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $882Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 8
- Owners on Schedule A
- Castellan Endeavor Trust (Trust), C; Castellan Why Trust (Trust), C
- business phone
- 859.494.0523adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- healthcare, data infrastructure
- Stages
- not stated or not yet read
- Geography
- chicago
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
8 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Cglhcc Holdings, LLC | Fund | 2023 adv first reported | Active deployment | $368,759 Nov 11, 2024 | 2 | unknown | unknown |
| Cglv I, LP | Fund | 2023 adv first reported | Active deployment | $320,563 Nov 11, 2024 | 1 | unknown | unknown |
| Castellan Venture Opportunities Evergreen I, LP | Opportunity fund | 2022 adv first reported | Active deployment | $17.2M Nov 11, 2024 | 3 | unknown | unknown |
| Cgmx 1, LP | Fund | 2022 adv first reported | Active deployment | $0 Nov 11, 2024 | 3 | unknown | unknown |
| AWC Opportunity Zone Fund I, LLC | Opportunity fund · ADV: Private Equity Fund | 2021 adv first reported | Mature | $11.7M Nov 11, 2024 | 3 | unknown | unknown |
| Cgrw Qoz LP | Fund | unknown | Unknown | $550,263 Nov 11, 2024 | 3 | unknown | unknown |
| Cggd Franchisor Qoz, LP | Fund · ADV: Private Equity Fund | unknown | Unknown | $4,120 Nov 11, 2024 | 3 | unknown | unknown |
| Cggd Franchisee, LP | Fund · ADV: Private Equity Fund | unknown | Unknown | $0 Nov 11, 2024 | 3 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
3 current, 1 departed
Scott S Smith
Board or advisoryTrustee · since Jan 1, 2019
Sean S Smith
Board or advisoryTrustee · since Jan 1, 2019
Barry Charles Brauch
Platform and operationsManaging Director / Cco · since Nov 1, 2018
1 departed (kept with end dates)
- Shannon K Bradbury · Chief Compliance Officer · Nov 1, 2018 to Nov 11, 2024 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
10 dated events
- Nov 11, 2024Shannon K Bradbury (Chief Compliance Officer) no longer on Schedule A of Castellan
- Mar 31, 2023Cglv I, LP first reported on Form ADV by Castellan (Venture Capital Fund), GAV $398,238Fund first reported on Form ADVFundsFactCglv I, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023Cglhcc Holdings, LLC first reported on Form ADV by Castellan (Venture Capital Fund), GAV $330,560Fund first reported on Form ADVFundsFactCglhcc Holdings, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2022Cgmx 1, LP first reported on Form ADV by Castellan (Venture Capital Fund), GAV $5,700,000Fund first reported on Form ADVFundsFactCgmx 1, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2022Castellan Venture Opportunities Evergreen I, LP first reported on Form ADV by Castellan (Venture Capital Fund), GAV $8,680,857Fund first reported on Form ADVFundsFactCastellan Venture Opportunities Evergreen I, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021AWC Opportunity Zone Fund I, LLC first reported on Form ADV by Castellan Group, LLC (Private Equity Fund), GAV $10,000,000Fund first reported on Form ADVFundsFactAWC Opportunity Zone Fund I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Sep 2, 2020Castellan Group, LLC first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Sep 2, 2020Cggd Franchisee, LP first reported on Form ADV by Castellan Group, LLC (Private Equity Fund), GAV $2,000,000Fund first reported on Form ADVFundsFactCggd Franchisee, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Sep 2, 2020Cggd Franchisor Qoz, LP first reported on Form ADV by Castellan Group, LLC (Private Equity Fund), GAV $2,000,000Fund first reported on Form ADVFundsFactCggd Franchisor Qoz, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Sep 2, 2020Cgrw Qoz LP first reported on Form ADV by Castellan Group, LLC (Venture Capital Fund), GAV $1,500,000Fund first reported on Form ADVFundsFactCgrw Qoz LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Micro VC (probable, 80%, cls-1)venture manager, reported GAV $30.2M across 8 vehicles
Evidence
50 observations from 3 sources