Skip to main content
Caplight Logo









Castellan Group

Castellan Group

Louisville, Kentuckycastellangroup.com

Overview

Castellan Group is an independent registered investment advisor (RIA) that provides investment management, private equity, and family office solutions.

Year Founded

2018

Portfolio Companies

6

Investments

Castellan Group investments
CompanyDateStageLead
DUOSJun 2023Series A ExtensionCo-investor
SegmedSep 2024Series ACo-investor
LevatasMay 2022SeedLead
KalogonJun 2026VC RoundCo-investor
WEAV3D Inc.May 2021SAFECo-investor
Book a demo to see all 6 portfolio companies

For institutional investors. Book with your work email.

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Portfolio analytics

Caplight clients see full sector, stage and valuation breakdowns for this investor.

Book a demo to see full analytics

For institutional investors. Book with your work email.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

Book a demo to see full analytics

For institutional investors. Book with your work email.

FAQ

Where is Castellan Group based?

Castellan Group is headquartered in Louisville, Kentucky, United States.

When was Castellan Group founded?

Castellan Group was founded in 2018.

How many portfolio companies does Castellan Group have?

Castellan Group has 6 portfolio companies in Caplight's dataset.

What are some companies in Castellan Group's portfolio?

Portfolio companies visible on Caplight include DUOS, Segmed, Levatas, Kalogon, WEAV3D Inc..

What was Castellan Group's most recent investment shown here?

Castellan Group's most recent investment in this portfolio sample was in Kalogon in 2026.

What sectors does Castellan Group focus on?

Castellan Group focuses on Healthcare & Life Sciences, Frontier & Industrial Tech, Healthcare & Life Sciences, Healthcare & Life Sciences, Frontier & Industrial Tech, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, AI, Data & Cloud Infrastructure, Enterprise Software, Frontier & Industrial Tech.

What company stages does Castellan Group focus on?

Castellan Group typically invests at the MultiStage stage.

What is Castellan Group's AUM?

Castellan Group's assets under management are estimated between $881.1M and $881.1M.

Firmographic Details

HeadquartersLouisville, Kentucky
Year Founded2018

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Book a demo

For institutional investors. Book with your work email.

See something wrong or outdated?