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 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
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 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
Contacts
3 of 10
Eugene 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
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