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CF PRIVATE EQUITY, INC.
CRD 110657File 801-31713
APPROVED
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.78B
Top 10% of cohort (national)
Discretionary AUM
$15.65B
Non-discretionary $131.9M
Clients
77
82 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
- $15.78B
- Discretionary AUM
- $15.65B
- Non-discretionary AUM
- $131.9M
- Discretionary accounts
- 80
- Non-discretionary accounts
- 2
- Total accounts
- 82
- AUM per client
- $204.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.57B |
| Pooled investment vehicles | 77 | $13.96B |
| State or municipal government entities | Fewer than 5 | $244.4M |
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.