/Investor DB

Castle Creek

Private equity

San Diego · Seed · 21 people tracked

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Investment thesis

Castle Creek seeks to generate performance across varying economic conditions by emphasizing operational improvement at the company level. The firm takes a lead role with portfolio companies, typically through board representation and direct partnership with senior executive teams. It partners with executives who share a vision for the future, aligns incentives around that vision, deploys its investment team and operating partners to unlock value, and applies enhanced corporate governance to advance strategic goals. The firm's principals bring over a century of combined experience as executives and private equity investors in banking, which the firm believes provides competitive advantages in strategic and operational insight.

Source: firm website, verified Oct 2, 2026.

Stage
Seed
HQ
San Diego, US
Instruments
Equity
Tracked investments
57

Team · 21 people

from the firm's website
David Volk· Managing Principal
John Eggemeyer· Managing Principal
Sundeep Rana· Managing Principal
Tony Scavuzzo, CFA· Managing Principal
Spencer Cohn· Principal
Chris Bertsch· President, Senior Operating Partner
Christopher Eggemeyer· Vice President
Deborah Sykes, CPA· Chief Financial & Compliance Officer
Diana Tremblay· Operating Partner
Jeff Bray· Operating Partner
Jennifer Lian· Office Manager / Executive Assistant
Jill Castilla· President and CEO, Citizens Bank of Edmond
Jimmy Stallings· Senior Advisor
Kathryn Petralia· Cofounder, Kabbage
Ken Burgess, Jr.· Former Chairman, FirstCapital Bank of Texas
Kevin Ahern, CFA· Senior Advisor
Mitch McKhann, CFA· Senior Associate
Nicole Aquino· Financial & Performance Analyst
Rick Holtzman· Operating Partner
Ryan Gilbert· Senior Advisor

What they invest in

from 2 of 57 portfolio companies

Fintech ×2Enterprise Software ×1PropTech ×1SaaS ×1

HQs:United States×2

Investments · 57 tracked

founders shown can be your intro path
Central Paymentscentral-payments.comin

Central Payments provides embedded finance solutions including digital banking, payment card issuance, and money movement services for financial product developers and fintech platforms.

Enterprise SoftwareFintechSaaSSioux Falls, US

Nikkee Rhody(Chief Executive Officer)inEric Cotton(President and Chief Payments Officer)in

Co-investorsCastle Creek LaunchpadLaunchpad CapitalPropel Venture Partners

UpEquityupequity.comin𝕏Series C

UpEquity provides real estate services that help homeowners buying and selling simultaneously by unlocking equity and removing contingencies to enable competitive offers.

FintechPropTechAustin, US

Timothy Herman(Founder)in

Co-investorsAlumni VenturesEarly Light VenturesLaunchpad CapitalNext Coast VenturesOrigin VenturesRiptide Ventures+11 more

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

American Savings BankAnchor BanCorp Wisconsin, Inc.Aquesta Financial Holdings, Inc.Avenue Financial Holdings, Inc.Bank 34Bank of Idaho Holding CompanyBlue Ridge Bankshares, Inc.Blue Valley Ban Corp.Bridgewater Bancshares, Inc.Bryn Mawr Bank CorporationBusiness Bancshares, Inc.Central Federal CorporationCNB Bank Shares, Inc.Delmarva Bancshares, Inc.Enterprise Financial Services CorpFirst BancorpFirst Bancshares of Texas, Inc.First Menasha Bancshares, Inc.First Merchants CorporationFirst NBC Holding CompanyFoundation Bancorp, Inc.German American Bancorp, Inc.Golden State BancorpGuaranty BancorpGuaranty Federal Bancshares, Inc.Hanover Bancorp, Inc.HCSB Financial CorporationHeritage Commerce CorpHeritage Oaks BancorpInBankshares Corp.Independent Bank Group, Inc.Intermountain Community BancorpLincoln BancorpMBT Financial CorporationMcGregor Bancshares, Inc.Mid Penn Bancorp, Inc.Middlefield Banc Corp.Northpointe Bancshares, Inc.Origin Bancorp, Inc.PacWest BancorpPathfinder Bancorp, Inc.Primis BankSouthCrest Financial Group, Inc.Southern California BancorpSouthern Missouri Bancorp, Inc.Southern National Bancorp of Virginia, Inc.Spend Life WiselySummit Financial Group, Inc.Suncrest BankThe Bancorp, Inc.The BANKshares, Inc.Third Coast BankTri-County Financial Group, Inc.WashingtonFirst Bankshares, Inc.West Coast Bancorp

Frequently asked questions

How many investments has Castle Creek made?
Castle Creek has 57 tracked investments.
What stage does Castle Creek invest at?
Castle Creek invests at the Seed stage.
What sectors does Castle Creek focus on?
Castle Creek focuses on Fintech, PropTech.
Where is Castle Creek located?
Castle Creek is headquartered in San Diego, US.

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