Commonfund Securities, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
35
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Commonfund Securities, Inc. is listed in FINTRX as a corporation that has been SEC-registered since 1997. The record classifies the firm as an unclassified domestic entity and indicates ownership by a domestic entity and/or individual. The profile flags that Commonfund Securities, Inc. is not a capital allocator and is not identified as an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The FINTRX entry does not include descriptions of the firm's advisory or business activities. Taken together with the "not a capital allocator" flag and the absence of reported advisory metrics, the available data suggests the entity does not report traditional advisory assets through FINTRX.

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 29
  • 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

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Recent filings

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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