Commonfund Securities, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
—
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Norwalk, Connecticut
CRD number
43541
Registered since
September 18, 1997

Firm profile

FINTRX

Overview

Commonfund Securities, Inc. is organized as a corporation and has been SEC-registered since 1997. The firm is listed in FINTRX as owned by a domestic entity and an individual and is classified as "Unclassified" in the snapshot data. The record indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. FINTRX does not populate fields for the firm's business activities, advisory activities, or client base in the excerpt provided, so there is limited detail on the services the firm commercially emphasizes or the types of clients it serves.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Mark Anson

    Mark Anson

    Chief Executive Officer​ and Chief Investment OfficerCRD 2502127

  • Mark Hoeing

    Mark Hoeing

    President and CEOCRD 4950015

  • Timothy Yates

    Timothy Yates

    President and CEOCRD 4610556

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Contacts

3 of 30
  • Navid Gordpour

    Navid Gordpour

    DirectorCRD 6721804

  • Ethan Levine

    Ethan Levine

    Managing DirectorCRD 5952788

  • Aaron Miller

    Aaron Miller

    Managing DirectorCRD 5563291

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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