RIA Intel›Advisers›Connecticut›CCOF MANAGEMENT L.P.

CCOF MANAGEMENT L.P.

Advisory

STAMFORD, CT

Data as of Mar 11, 2026 · Source: SEC Form ADV

AUM change, 1 year

+10.8%

64th percentile in CT

AUM CAGR, 3 year

0.0%

compound annual growth

Filing history

7

filings since 2020

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

—

1-Year AUM Growth

+10.8%

3-Year CAGR

0.0%

Employees

—

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %86.9%

Total Clients—

Team

Total Employees—

Investment Advisers—

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingJun 26, 2020

Latest FilingMar 11, 2026

Full AUM trend chart and 7 historical filings spanning 6+ years

Included with Pro →

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

21st percentile

Composite rank among CT advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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