← Directory
CF PRIVATE EQUITY, INC.
CRD 110657File 801-31713
APPROVED
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$17.53B
Top 10% of cohort (national)
Discretionary AUM
$17.38B
Non-discretionary $142.6M
Clients
88
93 accounts
Employees
66
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 15, 1988
- Principal office
- 601 MERRITT 7, NORWALK, CT, 06851-1097
- Phone
- 203-563-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.53B
- Discretionary AUM
- $17.38B
- Non-discretionary AUM
- $142.6M
- Discretionary accounts
- 91
- Non-discretionary accounts
- 2
- Total accounts
- 93
- AUM per client
- $199.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.97B |
| Pooled investment vehicles | 88 | $15.28B |
| State or municipal government entities | Fewer than 5 | $278.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 70 | 66 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 83 | 77 | decreased by6 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $15,253,387,203 | $15,778,084,865 | increased by$524,697,662 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 83 | 82 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 59 | 70 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 81 | 83 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,831,454,168 | $15,253,387,203 | increased by$421,933,035 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 81 | 83 | increased by2 |
| Oct 1, 2022 | Employees | 52 | 59 | increased by7 |
| Oct 1, 2022 | Clients | 67 | 81 | increased by14 |
| Oct 1, 2022 | AUM | $14,515,243,568 | $14,831,454,168 | increased by$316,210,600 |
| Oct 1, 2022 | Accounts | 67 | 81 | increased by14 |
| Oct 1, 2021 | Employees | 42 | 52 | increased by10 |
| Oct 1, 2021 | Clients | 61 | 67 | increased by6 |
| Oct 1, 2021 | AUM | $10,172,557,532 | $14,515,243,568 | increased by$4,342,686,036 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CF PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CF PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.