SourcingSourcing

CF PRIVATE EQUITY, INC.

C24
CRD 110657·SEC 801-31713·NORWALK, CT
AUM
$15.78B
$1B+
Est. Revenue
$157.8M
@ 1% on AUM
Est. EBITDA
$47.3M
@ 30% margin
Est. Deal Value
$378.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CF PRIVATE EQUITY, INC.
CRD
110657
SEC file #
801-31713
EIN
000000000
DBA names
—

Economics

AUM
$15.78B
AUM band
$1B+
AUM trajectory
'20'26
$10.15B → $15.78B▲ +55%
Client mix
Pooled Investment Vehicles77

Operations

Employees (total)
66
Advisory staff (per ADV)
38
Advisory staff (5-yr trend)
'20'26
26 advisors → 38 advisors▲ +46%
Primary office
NORWALK CT
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
12/22/2025
ADV-W filed at
—
Website
cfprivateequity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COMMONFUND HOLDING
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
15
Control Persons
COMMONFUND HOLDING
ANSON, MARK, JONATHON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CFPRIVATEEQUITY.COM
Rdap Domain Creation Date
2022-04-07T13:16:16Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002105340
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-01-29
Edgar Last Filing Date
2026-01-29
Edgar Form D Count
1
Edgar Form D Offerings
2026-01-292026-01-29 · 0001012975-26-000093

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Raymond James40
Jpmorgan10
Morgan Stanley6
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
601 MERRITT 7, 4TH FLOORNORWALK, CT 06851
Business
601 MERRITT 7, 4TH FLOORNORWALK, CT 06851
Edgar EIN
000000000
Edgar Recent Filings
D2026-01-29 · 0001012975-26-000093
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-07T13:16:16Z
Rdap Domain Last Changed
2026-02-10T15:29:21Z
Rdap Nameservers
Ns3.level3.netNs4.level3.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (15)

15
ANSON, MARK, JONATHON
Executive Officer · 2.5%
2502127
BRENNAN, JESSICA, HOFFMAN
Executive Officer · 2.5%
2805693
DANIEL, KENT, DOUGLAS
Executive Officer · 2.5%
4896298
HOEING, MARK, CHRISTOPHER
Executive Officer · 2.5%
4950015
PAVEY, ROBERT, DAVIDSON
Executive Officer · 2.5%
6027416
Ropiak, Eugene
Executive Officer · 2.5%
6766267
CERASUOLO, VIOLETTA
Executive Officer · 2.5%
5362546
FLIESSER, MATTHEW, BRETT
Executive Officer · 2.5%
7990248
LEVINE, ETHAN, JEREMY
Executive Officer · 2.5%
5952788
MILLER, AARON, MAX
Executive Officer · 2.5%
5563291
MOREAU, DANA, JAMES
Executive Officer · 2.5%
5870902
SAMY, SHARAD, ANANTHA
Executive Officer · 2.5%
5756640
SCHMITTER, MIRIAM, ELKE
Executive Officer · 2.5%
6374975
THOMSON, SETH, WILLIAM
Executive Officer · 2.5%
3042886
FINLEY, JASON, DONALD
IAR
2686780