/Investor DB

Castle Creek

Private equity

San Diego · Seed · 20 people tracked

Also known as CASTLE CREEK ADVISORS IV LLC

Find your way into Castle Creek

Sign up to see every warm intro you have to Castle Creek

  • Paths you didn't know you had: your email and LinkedIn already hold routes to the Castle Creek team. We find them for you
  • 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
  • Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

✨ Fox Verdict
Sign up to see your fit

Investment thesis

Castle Creek Capital focuses exclusively on the community banking and financial services sector, serving as a capital provider and partner to community banks. Drawing on decades of operating and investing experience, the firm positions itself as a sector specialist equipped to navigate the regulatory, political, operational, and accounting complexities unique to community banks. Beyond providing capital, the firm engages with portfolio companies on strategic planning, M&A, operational improvement, deal modeling, and governance, describing its approach as thoughtful and disciplined with strong Midwest roots.

Source: firm website, verified Oct 13, 2026.

Stage
Seed
HQ
San Diego, US
Instruments
Equity
Founded
1990
AUM
$1.1B
Tracked investments
57

Team · 20 people

from the firm's website
David Volk· Managing Principal
John Eggemeyer· Managing Principal
Sundeep Rana· Managing Principal
Tony Scavuzzo· Managing Principal
Spencer Cohn· Principal
Chris Bertsch· President, Senior Operating Partner
Christopher Eggemeyer· Vice President
Deborah Sykes· 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
Kevin Ahern· Senior Advisor
Michael Thaden· Director
Mitch McKhann· Senior Associate
Nicole Aquino· Financial & Performance Analyst
Rick Holtzman· Operating Partner
Ryan Gilbert· Senior Advisor

What they invest in

from 4 of 57 portfolio companies

Fintech ×4Enterprise Software ×1PropTech ×1SaaS ×1

HQs:United States×5

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

Primis Bankprimisbank.comin𝕏

Primis is a bank offering digital banking solutions and financial services including mortgage and warehouse lending products.

FintechRichmond, US

Dennis J. Zember Jr.(Chief Executive Officer)

BoardJohn Biagas(Chairman of the Board of Directors)

Co-investorsPatriot Financial Partners

Third Coast Bankthirdcoast.bank

Third Coast Bank is a community bank offering personal checking and savings accounts, business credit cards, business loans, and online and mobile banking services.

Fintech

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(CEO)inLouis WilsonAndy Pruitt(CTO)Andrew Paulson(Engineering Manager)Jeff Boone(Director of Engineering)Josh Euers(Chief of Staff)

Co-investorsAlumni VenturesCastle Creek LaunchpadEarly Light VenturesGaingelsLaunchpad CapitalNext Coast 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 BancorpInBanksharesIndependent Bank GroupIntermountain Community BancorpLincoln BancorpMBT Financial CorporationMcGregor Bancshares, Inc.Mid Penn Bancorp, Inc.Middlefield Banc Corp.Northpointe Bancshares, Inc.Origin Bancorp, Inc.PacWest BancorpPathfinder Bancorp, Inc.SouthCrest 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.Tri-County Financial Group, Inc.WashingtonFirst Bankshares, Inc.West Coast Bancorp

Portfolio news

latest coverage across their companies

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.
Who does Castle Creek co-invest with?
Castle Creek most often shares deals with Castle Creek Launchpad, Launchpad Capital, Patriot Financial Partners, among 3 tracked co-investors.

Similar investors

Featured in lists