RIA Intel›Advisers›Connecticut›THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.

THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.

Advisory

NEW HAVEN, CT

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in CT
#454
of 1,312 advisers by AUM
Average account
$3M
across 172 accounts
AUM per adviser
$280M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$560M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
43
Assets Under Management
Total AUM$560M
Discretionary AUM$560M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients172
Team
Total Employees43
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureOther (specify)
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

THE MASSMUTUAL TRUST COMPANY
ENFIELD, CT
$560M
+9.1% 1Y
P.A.W. CAPITAL PARTNERS, LP
GREENWICH, CT
$559M
0.0% 1Y
POINT 41 CAPITAL PARTNERS, L.P.
COS COB, CT
$563M
KEY SQUARE GROUP LP
STAMFORD, CT
$557M
-30.5% 1Y
HT PARTNERS LLC
CENTERBROOK, CT
$556M
+3.7% 1Y
EVALUATION ASSOCIATES CAPITAL MARKETS INC
NORWALK, CT
$565M
+22.2% 1Y

Get the full picture on THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans