CF PRIVATE EQUITY, INC.
Firm details
- Headquarters
- NORWALK, Connecticut
- CRD number
- 110657
- Registered since
- April 15, 1988
- Website
- www.cfprivateequity.com
- 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
FINTRXOverview
CF Private Equity, Inc. is a corporation focused on managing and advising private equity and other alternative investment vehicles for institutional clients. The firm is SEC-registered since 1988 and operates with a fee mix of AUM-based charges and performance-linked fees, reflecting a traditional private fund economics model. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also selects and allocates to third-party managers. CF Private Equity, Inc. is active as a commodity pool operator/commodity trading advisor (CPO/CTA) and lists broker-dealer and sponsor/GP roles among its industry affiliations, indicating it both runs funds and takes part in broader deal and product sponsorship. The firm identifies as an active ESG investor, which suggests an integration of environmental, social, and governance considerations into its manager selection and portfolio construction processes. Given its client base and the structures it manages, CF Private Equity, Inc. typically engages with institutional counterparties and allocates capital through pooled vehicles rather than retail advisory accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds64%
- Other35%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4DANA MOREAU
Chief Operating Officer & Chief Financial OfficerCRD 5870902
VIOLETTA CERASUOLO
Deputy Chief Compliance OfficerCRD 5362546
MARK ANSON
Chief Executive Officer and Chief Investment OfficerCRD 2502127
Contacts
3 of 10Eugene Ropiak
ControllerCRD 6766267
ROBERT PAVEY
Partner EmeritusCRD 6027416
KENT DANIEL
DirectorCRD 4896298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
COMMONFUND OCIO, INC.
RIANORWALK, CT
GE INVESTMENT MANAGEMENT
RIANORWALK, CT
DISCOVERY CAPITAL MANAGEMENT, LLC
RIANORWALK, CT
GRAHAM CAPITAL MANAGEMENT, L.P.
RIANORWALK, CT
COLISEUM CAPITAL MANAGEMENT, LLC
RIANORWALK, CT
ARDSLEY PARTNERS
RIANORWALK, CT