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Managing Partner · Castanea Partners Inc.

Robert A. Smith

CRD 4521393 · Named on Form ADV at one SEC-registered adviser

At a glance

Castanea Partners Inc., an SEC-registered private fund adviser based in Newton, MA with $239 million in regulatory assets, lists Robert A. Smith on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Colleen P. LoveChief Compliance Officer and Chief Financial Officer, Castanea Partners Inc.
  • Brian J. KnezManaging Partner, Castanea Partners Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.