DFX Intelligence

Data Factory

Casey Family Programs

Foundation on the family office graph

Search this name across graphsid dfx:fo:f985d59a-3d44-465f-9231-b09373a92d44

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 12:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 38
Dated events: 40
On other graphs: 2
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Casey Family Programs

Sponsor-backed company · shared ein

Allocatorsidentity

Casey Family Programs

Allocator · shared ein

Relationships

Invested in (27)

→ Abry Partners ViiiFundholds
factForm 990-PF
→ Actis Fund 2Fundholds
factForm 990-PF
→ Alcion Re Fund IVFundholds
factForm 990-PF
→ Axiom Asia V LPFundholds
factForm 990-PF
→ Blackstone Growth FdFundholds
factForm 990-PF
→ CI Capital IIFundholds
factForm 990-PF
→ CI Capital IIIFundholds
factForm 990-PF
→ Endless Capital Fd VFundholds
factForm 990-PF
→ GEM Realty Fund VIFundholds
factForm 990-PF
→ GEM Realty Fund VIIFundholds
factForm 990-PF
→ Gramercy Fund IIIFundholds
factForm 990-PF
→ HB Venture 14 LPFundholds
factForm 990-PF
→ HB Venture 14plus LPFundholds
factForm 990-PF
→ KAH Capital US Fd IIFundholds
factForm 990-PF
→ Kreos Capital VI LPFundholds
factForm 990-PF
→ Mayfair Equity IIIFundholds
factForm 990-PF
→ Oaktree Fund XbFundholds
factForm 990-PF
→ Patron Capital IVFundholds
factForm 990-PF
→ Patron Capital VFundholds
factForm 990-PF
→ Patron Capital VIIFundholds
factForm 990-PF
→ TCI Fund IIIFundholds
factForm 990-PF
→ Triton Fund VFundholds
factForm 990-PF
→ Vintage IV OffshoreFundholds
factForm 990-PF
→ Vintage V OffshoreFundholds
factForm 990-PF
→ Vivo Capital Fund IxFundholds
factForm 990-PF
→ Vivo Fund ViiiFundholds
factForm 990-PF
→ Vivo Ventures Fd VIIFundholds
factForm 990-PF

Principal of (11)

← Walter H Smith JrPersonChair
factForm 990-PF
← Joan B PoliakPersonVICE CHAIR
factForm 990-PF
← America Y BrachoPersonSecretary
factForm 990-PF
← Sharon McdanielPersonTreasurer
factForm 990-PF
← Lance G MorganPersonTrustee
factForm 990-PF
← Doug PatejunasPersonTrustee
factForm 990-PF
← Eric PettigrewPersonTrustee
factForm 990-PF
← Karen F JonesPersonTrustee
factForm 990-PF
← Benjamin S DanielsonPersonTrustee
factForm 990-PF
← William C Bell PhdPersonPRESIDENT AND CEO
factForm 990-PF
← Joseph a BoatengPersonCHIEF INVESTMENT OFFICER
factForm 990-PF

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

Occurred
Dec 31, 2024
Casey Family Programs: GEM REALTY FUND VII $1.0M to $4.9M (+410%) year over year
Occurred
Dec 31, 2024
Casey Family Programs: MAYFAIR EQUITY III $1.6M to $3.6M (+121%) year over year
Occurred
Dec 31, 2024
Casey Family Programs: TCI FUND III $2.9M to $4.8M (+67%) year over year
Occurred
Dec 31, 2024
Casey Family Programs: CI CAPITAL III $5.3M to $8.0M (+51%) year over year
Occurred
Dec 31, 2024
Casey Family Programs first reports KREOS CAPITAL VI LP at $9.5M on its 2024-12-31 return
Occurred
Dec 31, 2024
Casey Family Programs: ACTIS FUND 2 $6.6M to $8.5M (+30%) year over year
Occurred
Dec 31, 2024
Casey Family Programs no longer reports ALCION FUND II (was $0.1M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Casey Family Programs first reports GRAMERCY FUND III at $3.6M on its 2024-12-31 return
Occurred
Dec 31, 2024
Casey Family Programs no longer reports AMPERSAND 2011, LP (was $0.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Casey Family Programs: PATRON CAPITAL VII $0.2M to $2.6M (+1350%) year over year
Occurred
Dec 31, 2024
Casey Family Programs: HB VENTURE 14 LP $5.5M to $10.6M (+91%) year over year
Occurred
Dec 31, 2024
Casey Family Programs: KAH CAPITAL US FD II $11.6M to $16.6M (+42%) year over year
Occurred
Dec 31, 2023
Casey Family Programs no longer reports JACKSON SQUARE VENTURES III (was $5.7M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports GREEN COURTE RE PARTNERS IV (was $9.9M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports ENDLESS CAPITAL FD V at $6.4M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports BLACKSTONE REAL ESTATE IX (was $14.9M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports CHARLESBANK EQUITY FD IX LP (was $7.8M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports ALCION FUND II at $0.1M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports HB VENTURE 14 LP at $5.5M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports ACTIS FUND 2 at $6.6M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports ALCION RE FUND IV at $2.4M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports TRANSFORMATION CAP FUND II LP (was $12.5M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports PATRON CAPITAL VII at $0.2M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports CI CAPITAL II at $0.1M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports CI CAPITAL III at $5.3M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports GREEN COURTE RE PARTNER V LLC (was $0.8M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports PRIME FINANCE PARTNERS V LP (was $0.9M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports AMPERSAND CONTINUATION FD LP (was $3.0M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports OAKTREE FUND XB at $11.4M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports AG REALTY FUND IX LP (was $4.8M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports ABRY PARTNERS VII L.P. (was $1.1M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports ABRY PARTNERS IX LP (was $16.8M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports ASTORG AVANIA COINVEST (was $4.5M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports YORKTOWN ENERGY PARTNERS X LP (was $3.5M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports VIVO FUND VIII at $7.9M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports CHARLESBANK EQUITY FUND VII (was $0.3M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports AXIOM ASIA PRIVATE CAPITAL II (was $4.5M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs no longer reports CHARLESBANK EQUITY FUND X LP (was $4.4M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports HB VENTURE 14PLUS LP at $0.9M on its 2023-12-31 return
Occurred
Dec 31, 2023
Casey Family Programs first reports MAYFAIR EQUITY III at $1.6M on its 2023-12-31 return

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): Walter H Smith Jr (CHAIR), Joan B Poliak (VICE CHAIR), America Y Bracho (SECRETARY), Sharon Mcdaniel (TREASURER), Lance G Morgan (TRUSTEE), Doug Patejunas (TRUSTEE), Eric Pettigrew (TRUSTEE), Karen F Jones (TRUSTEE), Benjamin S Danielson (TRUSTEE), William C Bell Phd (PRESIDENT AND CEO), Joseph a Boateng (CHIEF INVESTMENT OFFICER).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:f985d59a-3d44-465f-9231-b09373a92d44
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.

Casey Family Programs

Foundation on the family office graph

Search this name across graphsid dfx:fo:f985d59a-3d44-465f-9231-b09373a92d44

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 12:35 PM UTC and rebuilt at most every 15 minutes.