About Casthaven Equity
Built for people who manage their own money, without a back office
Casthaven Equity exists to give freelancers, consultants, and independent investors the same disciplined, transparent capital allocation process that institutional desks rely on — without the overhead.
Our Story
Started from a simple frustration
Independent professionals in the UK generate income in irregular patterns, carry their own tax exposure, and rarely have time to actively manage a portfolio with the rigour it deserves. Most tools built for retail investors assume either full-time attention or blind trust in a black box.
Casthaven Equity was created to sit between those two extremes: a system that applies consistent, rules-based allocation logic to your capital, while giving you a clear daily record of what changed and why.
We are not a bank, and we do not promise guaranteed returns. We built the kind of reporting and process discipline we wanted to see as independent earners ourselves — direct, legible, and accountable.
Mission
What we're working toward
Our mission is to make disciplined, transparent capital allocation accessible to people who manage their own finances without an in-house team — so that time spent earning isn't automatically time taken away from managing what's earned.
Transparency by default
Every allocation decision is logged and reported daily, not bundled into a quarterly summary you have to decode.
Process over prediction
We favour consistent, rules-based logic over promises of market-timing certainty. Capital is always at risk.
Built for independents
Designed around the irregular income and limited spare time of freelancers and consultants, not institutional treasuries.
Values
How we try to operate
Clarity first
If a report, a fee, or a process can't be explained in plain language, we treat that as a problem to fix, not a feature to hide.
Accountability
Daily reporting exists so you can check our work, not just trust it. We'd rather be checked than simply believed.
Respect for risk
We do not frame capital allocation as risk-free. Markets move against positions; our job is to be disciplined, not infallible.
Our Team
A small, focused group
Casthaven Equity is run by a lean team spanning portfolio logic, engineering, and client reporting. We stay deliberately small so that decisions about how the platform works remain easy to trace back to a person, rather than disappearing into a large organisation.
Want to see how it works in practice?
Review our approach to daily reporting and allocation before deciding if Casthaven Equity fits how you manage your capital.