CF Private Equity, Inc.

RIASEC Registered
Total AUM
$17.5B
Discretionary
$17.4B
99% of AUM
Avg account
$188M
Accounts
93
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 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

FINTRX

Overview

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

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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 74%, Other 25%, Cash & Cash Equivalents 1%74%
  • Private Funds74%
  • Other25%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • Mark Anson

    Mark Anson

    Chief Executive Officer​ and Chief Investment OfficerCRD 2502127

  • Mark Hoeing

    Mark Hoeing

    President and CEOCRD 4950015

  • Dana Moreau

    Dana Moreau

    Chief Operating Officer & Chief Financial OfficerCRD 5870902

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Contacts

3 of 10
  • Seth Thomson

    Seth Thomson

    Deputy General CounselCRD 3042886

  • Robert Pavey

    Robert Pavey

    Partner EmeritusCRD 6027416

  • Sharad Samy

    Sharad Samy

    General CounselCRD 5756640

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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