AdvisorCensus / Financial advisors / Connecticut / Bridgeport / CF Private Equity, Inc.
CF Private Equity, Inc. is an SEC-registered investment advisory firm in Norwalk, CT, registered since 1988, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.
Quick answers
From the filingHow is CF Private Equity, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), CF Private Equity, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is CF Private Equity, Inc. located?
CF Private Equity, Inc.'s principal office is in Norwalk, CT, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is CF Private Equity, Inc. registered with the SEC or a state?
CF Private Equity, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110657.
How much does CF Private Equity, Inc. manage?
CF Private Equity, Inc. reports $17,526,032,572 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (99% discretionary).
How have CF Private Equity, Inc.'s assets and staff changed since 2021?
In the Form ADV data for CF Private Equity, Inc.: Regulatory assets under management: $14,515,243,568 in the October 2021 data and $17,526,032,572 in the October 2026 data, up 21%. Total employees: 52 in October 2021 and 66 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does CF Private Equity, Inc. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (88).
Does CF Private Equity, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110657
What changed in CF Private Equity, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 38 to 44. Regulatory assets under management went from $15,778,084,865 to $17,526,032,572 (+11%). No longer lists an office in London.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated December 22, 2025) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$17,526,032,572 as of October 2026, filing dated September 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1988 (38 years)
- Employees
- Total: 66. Performing investment advisory functions: 44.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the October 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $17,526,032,572 | 66 | September 28, 2026 |
| October 2025 | $15,253,387,203 | 70 | July 3, 2025 |
| October 2024 | $15,253,387,203 | 70 | September 27, 2024 |
| October 2023 | $14,515,035,666 | 73 | September 28, 2023 |
| October 2022 | $14,831,454,168 | 59 | September 28, 2022 |
| October 2021 | $14,515,243,568 | 52 | September 28, 2021 |
Regulatory assets under management: $14,515,243,568 in the October 2021 data and $17,526,032,572 in the October 2026 data, up 21%.
Total employees: 52 in October 2021 and 66 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 38 to 44.
- Regulatory assets under management went from $15,778,084,865 to $17,526,032,572 (+11%).
- No longer lists an office in London.
- August 2026
- Changed its office addresses in New York, NY.
- December 2025
- Employees performing advisory functions went from 42 to 38.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. CF Private Equity, Inc. (CRD 110657): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cf-private-equity-inc-norwalk-ct-110657