RIA Intel›Advisers›Connecticut›CF PRIVATE EQUITY, INC.

CF PRIVATE EQUITY, INC.

Advisory

N·NORWALK, CT

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM
$15.8B
1-Year AUM Growth
+5.1%
3-Year CAGR
+1.7%
Employees
38
Assets Under Management
Total AUM$15.8B
Discretionary AUM$15.6B
Non-Discretionary AUM$132M
Discretionary %99.2%
Total Clients83
Team
Total Employees38
Investment Advisers66
Employee Growth (1Y)+40.0%
Filing History
Total Filings on Record59
First FilingApr 19, 2001
Latest FilingJul 16, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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