CF Private Equity, Inc.

RIASEC RegisteredEst. 1988
Total AUM
$15.8B
Discretionary
$15.6B
99% of AUM
Avg account
$192M
Accounts
82
Employees
66
Advisory reps
14

Firm details

Headquarters
Norwalk, Connecticut
CRD number
110657
Registered since
April 15, 1988
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles88.5%
  • Charitable Organizations9.95%
  • State / Municipal Government1.55%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

CF Private Equity, Inc. is organized as a corporation and operates as a private equity fund manager serving institutional clients. The firm has been SEC-registered since 1988 and functions in multiple industry roles: it sponsors and serves as GP or managing member of pooled vehicles, acts as a CPO/CTA, and maintains broker-dealer and investment adviser affiliations. Its advisory scope includes portfolio management for pooled investment vehicles and for businesses or institutions, plus selection of sub-advisers. Fee arrangements combine a percentage-of-assets model with performance-based fees. CF Private Equity, Inc. identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 64%, Other 35%, Cash & Cash Equivalents 1%64%
  • Private Funds64%
  • Other35%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • Mark Anson

    Mark Anson

    Chief Executive Officer​ and Chief Investment OfficerCRD 2502127

  • Mark Hoeing

    Mark Hoeing

    President and CEOCRD 4950015

  • Dana Moreau

    Dana Moreau

    Chief Operating Officer & Chief Financial OfficerCRD 5870902

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Contacts

3 of 10
  • Seth Thomson

    Seth Thomson

    Deputy General CounselCRD 3042886

  • Robert Pavey

    Robert Pavey

    Partner EmeritusCRD 6027416

  • Sharad Samy

    Sharad Samy

    General CounselCRD 5756640

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Norwalk, CT

Fairfield

Location

Norwalk, CT

Headquartered in Norwalk, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
601 Merritt 7
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth