PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:45 AM ET

Sponsor Check › Sponsor group

C

Castine

One sponsor team, 4 deal companies · Boston, MA

Grouped because: 3 shared people, 2 shared management entities, same business address (2 issuers), similar issuer names (3) (automatic match from the filings) · not the same sponsor?

4deal companies
$831.7Mreported sold
329investors
38Form D filings
2009–2025active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 30, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Castine is a sponsor group of 4 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 38 Form D filings between Mar 2009 and Oct 2025.

What this means One team, 4 deal companies, about 16 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $831.7M to 329 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (4). Issuers are based in MA (2), NJ (1), Cayman Islands (as filed: E9) (1).

What this means $831.7M raised across the group, about $2.53M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Paul D. Magidson (4 issuers, executive officer, director, and promoter), Castine Capital Management, LLC (3 issuers, executive officer, entity), Jonathan Cohen (3 issuers, executive officer), Ostrom Enders (3 issuers, executive officer), Castine Management GP, LLC (2 issuers, executive officer, entity) and 6 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Oct 30, 2025.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 38 public filings for Castine and found 23 differences, 4 worth asking the sponsor about: 5 offerings reported less sold on a later filing than an earlier one; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Castine has not run yet — it is joining a line of 26,714 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Castine..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

23 differences found between the filings for Castine — 4 worth asking about (compared 38 filings on Oct 24, 2026)

Note · Nov 15, 1999 – Jan 11, 2000

Bankruptcy case: American Express Travel Related Services v. Haderer — filed Nov 15, 1999

United States Bankruptcy Court, D. New Jersey docket "American Express Travel Related Services v. Haderer" filed Nov 15, 1999, closed Jan 11, 2000. Robert Haderer (listed on the same filings) is listed as Defendant ("Haderer"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Mar 16, 2010 – Mar 3, 2017

5 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — Castine Offshore Fund, Ltd. · Amount sold went down between filings — Castine Offshore Fund, Ltd. · Amount sold went down between filings — Castine Offshore Fund, Ltd. · Amount sold went down between filings — Castine Partners II, LP · Amount sold went down between filings — Castine Partners, LP

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Sources
Worth asking · Mar 15, 2013 – Mar 6, 2014

Investor count went down between filings — Castine Offshore Fund, Ltd.

The Mar 15, 2013 filing reports 23 investors; the Mar 6, 2014 Form D/A reports 12 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Worth asking · Mar 16, 2010 – Mar 15, 2011

Investor count went down between filings — Castine Offshore Fund, Ltd.

The Mar 16, 2010 filing reports 22 investors; the Mar 15, 2011 Form D/A reports 19 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Note · Feb 27, 2020

36 other issuers file from the same address — Castine Offshore Fund, Ltd.

The address on file, C/O Intertrust Corp Svcs (Cayman) Ltd, 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9), is used by 37 issuers in our index across 17 sponsor groups; 36 are outside this group. It is on our registered-agent / shared-office list (registered agent / corporate services / fund administrator).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Sources
Note · Sep 1, 2004 – Feb 27, 2020

No amendment in the last 12 months on an offering that may still be open — Castine Offshore Fund, Ltd. (latest filing Feb 27, 2020)

The latest filing for this offering is dated Feb 27, 2020 (first sale Sep 1, 2004). It reports $82,228,448 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Jan 1, 2005 – Jan 9, 2020

No amendment in the last 12 months on an offering that may still be open — Castine Partners II, LP (latest filing Jan 9, 2020)

The latest filing for this offering is dated Jan 9, 2020 (first sale Jan 1, 2005). It reports $586,589,313 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Apr 1, 2003 – Jan 10, 2018

No amendment in the last 12 months on an offering that may still be open — Castine Partners, LP (latest filing Jan 10, 2018)

The latest filing for this offering is dated Jan 10, 2018 (first sale Apr 1, 2003). It reports $134,439,991 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Worth asking · Mar 15, 2012 – Feb 27, 2020

11 people are no longer listed on a later amendment

David Bree is no longer listed on the Feb 27, 2020 amendment — Castine Offshore Fund, Ltd. · Jonathan Cohen is no longer listed on the Mar 4, 2016 amendment — Castine Offshore Fund, Ltd. · Jonathan Cohen is no longer listed on the Mar 4, 2016 amendment — Castine Partners II, LP · Jonathan Cohen is no longer listed on the Mar 4, 2016 amendment — Castine Partners, LP · Paul D. Magidson is no longer listed on the Mar 4, 2016 amendment — Castine Partners II, LP · and 6 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Sources
Note · Mar 15, 2012 – Mar 15, 2013

Jonathan Cohen's role changed at Castine Offshore Fund, Ltd.: director → executive officer

The Mar 15, 2012 filing lists Jonathan Cohen as director; the Mar 15, 2013 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Jun 8, 2022 – Nov 6, 2023

Minimum investment changed between filings — MOUNT GREY PARTNERS LP

The Jun 8, 2022 filing lists a minimum of $500,000; the Nov 6, 2023 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Jan 10, 2017 – Jan 10, 2018

Minimum investment changed between filings — Castine Partners II, LP

The Jan 10, 2017 filing lists a minimum of $500,000; the Jan 10, 2018 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Jan 10, 2017 – Jan 10, 2018

Minimum investment changed between filings — Castine Partners, LP

The Jan 10, 2017 filing lists a minimum of $500,000; the Jan 10, 2018 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Mar 16, 2009 – Jun 8, 2022

Paul D. Magidson is written 2 different ways on the filings

listed as "Paul D. Magidson" on 26 filings (from Mar 16, 2009), and "Paul Magidson" on 4 filings (from Jun 8, 2022).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Jun 8, 2022 – Nov 6, 2023

Address moved from Wellesley, MA to Little Silver, NJ — MOUNT GREY PARTNERS LP

The people listed on the Jun 8, 2022 filing give Wellesley, MA; on the Nov 6, 2023 filing they give Little Silver, NJ.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
Note · Mar 4, 2015 – Mar 4, 2016

Address moved from Boston, MA to Grand Cayman, Cayman Islands (as filed: E9) — Castine Offshore Fund, Ltd.

The people listed on the Mar 4, 2015 filing give Boston, MA; on the Mar 4, 2016 filing they give Grand Cayman, Cayman Islands (as filed: E9). The address now on file (C/O Intertrust Corp Svcs (Cayman) Ltd, 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9)) is a registered-agent or shared-office address used by 421 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Sources
Note · Mar 15, 2012 – Mar 15, 2013

Address moved from Grand Cayman, Cayman Islands (as filed: E9) to Boston, MA — Castine Offshore Fund, Ltd.

The people listed on the Mar 15, 2012 filing give Grand Cayman, Cayman Islands (as filed: E9); on the Mar 15, 2013 filing they give Boston, MA. The address now on file (C/O Intertrust Corp Svcs (Cayman) Ltd, 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9)) is a registered-agent or shared-office address used by 421 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Sources
Note · Feb 27, 2020

Address on file is a registered agent / shared office — Castine Offshore Fund, Ltd.

The latest filing lists C/O Intertrust Corp Svcs (Cayman) Ltd, 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9). That address is used by 421 issuers in our index (registered agent / corporate services / fund administrator).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Sources
Note · Jan 10, 2018 – Oct 30, 2025

Member companies were formed in 2 different states

Delaware (3), Cayman Islands (1) — out of 4 member issuers. The odd ones out: Castine Offshore Fund, Ltd. (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
Note · Jan 10, 2018 – Oct 30, 2025

Member companies list addresses in 3 different states

MA (2), Cayman Islands (as filed: E9) (1), NJ (1). 1 member uses a registered-agent or shared-office address: Castine Offshore Fund, Ltd. (C/O Intertrust Corp Svcs (Cayman) Ltd, 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9)).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Sources
Note · Mar 16, 2009 – Feb 27, 2020

Issuer used a different name before — Castine Offshore Fund, Ltd.

SEC records list prior names for this filer: CASTINE OFFSHORE FUND LTD. The current name on file is "Castine Offshore Fund, Ltd.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

Sources
Note · Mar 16, 2009 – Jan 9, 2020

Issuer used a different name before — Castine Partners II, LP

SEC records list prior names for this filer: CASTINE PARTNERS II L P. The current name on file is "Castine Partners II, LP".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 4 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 30, 2025 D/A
MOUNT GREY PARTNERS LP
File 021-448554
$0$0$0None listed on this filingEDGAR ↗
Feb 27, 2020 D/A
Castine Offshore Fund, Ltd.
File 021-93506
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager is paid customary management fees and non-affiliated directors are paid customary directors' fees.
None listed on this filingEDGAR ↗
Jan 9, 2020 D/A
Castine Partners II, LP
File 021-93505
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees.
None listed on this filingEDGAR ↗
Jan 10, 2018 D/A
Castine Partners, LP
File 021-54110
$0 (est.)$0 (est.)$0 (est.)
The Investment Manager receives customary management fees as provided in the Issuer's offering documents.
None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 4 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 7:43 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Castine in the sources searched.

Not found in sources searched as of Oct 24, 2026, 7:43 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2010–2026) — 860,002 records, loaded Oct 24, 2026, 7:43 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2010–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:43 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗CP Castine Partners, LPshared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund10$134,439,991
offering Indefinite · similar: $155,000–$5,250,000
140
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2018
EDGAR ↗CO Castine Offshore Fund, Ltd.shared people, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund12$150,527,858
offering Indefinite · similar: $155,000–$5,250,000
44
similar: 4–27
$500,000
similar: $1,000–$100,000
2009–2020
EDGAR ↗CP Castine Partners II, LPshared people, shared management entity, same business address, similar issuer namesBOSTON, MAPooled Investment Fund12$586,589,313
offering Indefinite · similar: $155,000–$5,250,000
110
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2020
EDGAR ↗MG MOUNT GREY PARTNERS LPshared peopleLITTLE SILVER, NJPooled Investment Fund4$28,395,769
offering Indefinite · similar: $155,000–$5,250,000
35
similar: 4–27
$100,000
similar: $1,000–$100,000
2022–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 30, 2025MOUNT GREY PARTNERS LPD/APooled Investment FundIndefinite$28,395,769
EDGAR ↗Nov 5, 2024MOUNT GREY PARTNERS LPD/APooled Investment FundIndefinite$27,340,000
EDGAR ↗Nov 6, 2023MOUNT GREY PARTNERS LPD/APooled Investment FundIndefinite$27,060,000
EDGAR ↗Jun 8, 2022MOUNT GREY PARTNERS LPDPooled Investment FundIndefinite$21,010,000
EDGAR ↗Feb 27, 2020Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$82,228,448
EDGAR ↗Jan 9, 2020Castine Partners II, LPD/APooled Investment FundIndefinite$586,589,313
EDGAR ↗Mar 1, 2019Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$71,603,448
EDGAR ↗Jan 9, 2019Castine Partners II, LPD/APooled Investment FundIndefinite$453,151,593
EDGAR ↗Mar 2, 2018Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$52,149,393
EDGAR ↗Jan 10, 2018Castine Partners II, LPD/APooled Investment FundIndefinite$424,829,338
EDGAR ↗Jan 10, 2018Castine Partners, LPD/APooled Investment FundIndefinite$134,439,991
EDGAR ↗Mar 3, 2017Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$43,449,393
EDGAR ↗Jan 10, 2017Castine Partners, LPD/APooled Investment FundIndefinite$133,117,991
EDGAR ↗Jan 10, 2017Castine Partners II, LPD/APooled Investment FundIndefinite$379,529,338
EDGAR ↗Mar 4, 2016Castine Partners, LPD/APooled Investment FundIndefinite$133,117,991
EDGAR ↗Mar 4, 2016Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$150,527,858
EDGAR ↗Mar 4, 2016Castine Partners II, LPD/APooled Investment FundIndefinite$369,404,338
EDGAR ↗Mar 4, 2015Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$37,519,393
EDGAR ↗Mar 4, 2015Castine Partners, LPD/APooled Investment FundIndefinite$133,117,991
EDGAR ↗Mar 4, 2015Castine Partners II, LPD/APooled Investment FundIndefinite$359,526,195
EDGAR ↗Mar 6, 2014Castine Partners II, LPD/APooled Investment FundIndefinite$355,251,692
EDGAR ↗Mar 6, 2014Castine Partners, LPD/APooled Investment FundIndefinite$132,517,991
EDGAR ↗Mar 6, 2014Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$25,181,874
EDGAR ↗Mar 15, 2013Castine Partners II, LPD/APooled Investment FundIndefinite$329,593,277
EDGAR ↗Mar 15, 2013Castine Partners, LPD/APooled Investment FundIndefinite$132,517,991
EDGAR ↗Mar 15, 2013Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$105,814,374
EDGAR ↗Mar 15, 2012Castine Partners II, LPD/APooled Investment FundIndefinite$394,281,526
EDGAR ↗Mar 15, 2012Castine Partners, LPD/APooled Investment FundIndefinite$98,879,407
EDGAR ↗Mar 15, 2012Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$114,768,605
EDGAR ↗Mar 15, 2011Castine Partners II, LPD/APooled Investment FundIndefinite$323,106,526
EDGAR ↗Mar 15, 2011Castine Partners, LPD/APooled Investment FundIndefinite$60,428,935
EDGAR ↗Mar 15, 2011Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$83,303,605
EDGAR ↗Mar 16, 2010Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$72,668,605
EDGAR ↗Mar 16, 2010Castine Partners II, LPD/APooled Investment FundIndefinite$323,106,526
EDGAR ↗Mar 16, 2010Castine Partners, LPD/APooled Investment FundIndefinite$93,554,407
EDGAR ↗Mar 16, 2009Castine Offshore Fund, Ltd.D/APooled Investment FundIndefinite$54,000,000
EDGAR ↗Mar 16, 2009Castine Partners II, LPD/APooled Investment FundIndefinite$242,000,000
EDGAR ↗Mar 16, 2009Castine Partners, LPD/APooled Investment FundIndefinite$48,000,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 30, 2025. Industry history, as reported on each offering's latest filing: All 4 offerings reported: Pooled Investment Fund (2009–2022).

People across the group

NameRolesIssuers hereFirst → last listed
PM Paul D. MagidsonExecutive Officer, Promoter, Director4Mar 16, 2009 → Oct 30, 2025
CC Castine Capital Management, LLC entityExecutive Officer3Mar 4, 2015 → Feb 27, 2020
Jonathan Cohen Jonathan CohenExecutive Officer3Mar 16, 2009 → Mar 4, 2015
OE Ostrom EndersExecutive Officer3Mar 15, 2012 → Mar 4, 2015
CM Castine Management GP, LLC entityExecutive Officer2Mar 4, 2015 → Jan 9, 2020
RH Robert HadererExecutive Officer, Promoter1Jun 8, 2022 → Oct 30, 2025
RN Riyaz NooruddinDirector1Feb 27, 2020 → Feb 27, 2020
DE Don W. EbanksDirector1Mar 15, 2013 → Feb 27, 2020
DB David BreeDirector1Mar 16, 2009 → Mar 1, 2019
AG Aldo GhislettaDirector1Mar 16, 2009 → Mar 15, 2012
DS Don M. SeymourDirector1Mar 16, 2009 → Mar 15, 2012

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Castine.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Castine as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Castine's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #221,924 of 374,652 in line (1,312 issuers searched so far). One-tap searches: Look further ↓

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