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 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

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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
  • DANA 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

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Contacts

3 of 10
  • Eugene Ropiak

    ControllerCRD 6766267

  • ROBERT PAVEY

    Partner EmeritusCRD 6027416

  • KENT DANIEL

    DirectorCRD 4896298

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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