Commonfund Securities, Inc.
Firm details
- Headquarters
- Norwalk, Connecticut
- CRD number
- 43541
- Registered since
- September 18, 1997
- Website
- www.commonfund.org
Firm profile
FINTRXOverview
Commonfund Securities, Inc. is organized as a corporation and is recorded by FINTRX as having registered with the SEC in 1997. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified by FINTRX as unclassified rather than under a specific advisory or manager category. The FINTRX profile indicates a limited set of operational attributes: the firm is not flagged as a capital allocator, is not identified as an active ESG investor, is not a pension consultant, and is not marked as a related adviser or a newly formed adviser. FINTRX also marks the firm as not a multi-state adviser. FINTRX provides minimal public detail on the firm’s client segments, fee schedules, business lines, or advisory services. Because those elements are not listed in the source data, there is little publicly available color on the firm’s target clients, service model, or investment mandate beyond the regulatory and categorical items above.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Mark Hoeing
President and CEOCRD 4950015

Dana Moreau
Chief Operating Officer & Chief Financial OfficerCRD 5870902

Timothy Yates
President and CEOCRD 4610556
Contacts
3 of 28
Daniel Connell
Managing DirectorCRD 6632120

Ilana Roth Escandon
SalesCRD 4281138

Troy Langton
AssociateCRD 8114266
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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