3 bookkeeping events (roster, classification and holdings changes) folded below
Show 3 bookkeeping events
First seen by DFX
Sep 12, 2026
date not stated
Castanea Partners named as in-care-of on Robert and Dana Smith Charitable Foundation ($1,838,341 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Castanea Partners: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 2 private foundation(s) with $1,955,580 in assets (IRS); could be the family's investment company, its manager or its accountant)
First seen by DFX
Sep 12, 2026
date not stated
Castanea Partners: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 160229, RIA) with no family office signal on its own filing: a fund manager by Item 5.D, not an office)
Provenance
Graph
Family Offices
Canonical id
dfx:fo:3c6be742-626f-4378-bca5-99aee5cc8adc
First observed
n/a
Last observed
n/a : not yet measured
Resolution
Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.