{
  "crd_number": 110657,
  "slug": "cf-private-equity-inc-norwalk-ct-110657",
  "primary_business_name": "CF PRIVATE EQUITY, INC.",
  "legal_name": "CF PRIVATE EQUITY, INC.",
  "dbas": [],
  "city": "Norwalk",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-04-15",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 17526032572.0,
  "raum_discretionary": 17383385154.0,
  "raum_non_discretionary": 142647418.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 66,
  "advisory_employees": 44,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1971007136.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 278176409.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 15276849027.0,
      "count": 88
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "DE",
    "NY"
  ],
  "websites": [
    "https://cfprivateequity.com",
    "https://commonfund.org",
    "https://linkedin.com/company/cf-private-equity"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110657",
  "city_as_filed": "NORWALK",
  "url": "https://advisorcensus.com/firm/cf-private-equity-inc-norwalk-ct-110657",
  "display_name": "CF Private Equity, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. CF Private Equity, Inc. (CRD 110657): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is CF Private Equity, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "Where is CF Private Equity, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is CF Private Equity, Inc. registered with the SEC or a state?",
      "a": "CF Private Equity, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110657."
    },
    {
      "q": "How much does CF Private Equity, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have CF Private Equity, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does CF Private Equity, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (88)."
    },
    {
      "q": "Does CF Private Equity, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in CF Private Equity, Inc.'s recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 14515243568.0,
      "total_employees": 52,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 14831454168.0,
      "total_employees": 59,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 14515035666.0,
      "total_employees": 73,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 15253387203.0,
      "total_employees": 70,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 15253387203.0,
      "total_employees": 70,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 17526032572.0,
      "total_employees": 66,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Changed its office addresses in New York, NY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 42 to 38."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cf-private-equity-inc-norwalk-ct-110657.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 88,
      "fewer_than_5": false,
      "raum": 15276849027.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1971007136.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 278176409.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110657",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}