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 Vehicles87.17%
- Charitable Organizations11.25%
- State / Municipal Government1.59%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
CF Private Equity, Inc. is a corporate private equity adviser that is registered with the SEC (registration year 1988). The firm positions itself toward institutional clients and operates primarily as a private equity fund manager and sponsor; its public filings list roles as a CPO/CTA and as a sponsor, general partner, or managing member of pooled investment vehicles. Advisory services include portfolio management for pooled vehicles and for businesses or institutions, and the firm also performs selection-of-other-advisers duties. Compensation is a blend of asset-based fees and performance-linked fees, consistent with traditional private equity economics. The firm identifies itself as an active ESG investor. Ownership is described as a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
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 Funds74%
- Other25%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
Mark Anson
Chief Executive Officer and Chief Investment OfficerCRD 2502127

Mark Hoeing
President and CEOCRD 4950015

Dana Moreau
Chief Operating Officer & Chief Financial OfficerCRD 5870902
Contacts
3 of 10
Seth Thomson
Deputy General CounselCRD 3042886

Robert Pavey
Partner EmeritusCRD 6027416

Sharad Samy
General CounselCRD 5756640
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
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