# 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.

- CRD: 110657
- Filed as: CF PRIVATE EQUITY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norwalk, CT
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110657
- AdvisorCensus page: https://advisorcensus.com/firm/cf-private-equity-inc-norwalk-ct-110657

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $17,526,032,572
- Discretionary: $17,383,385,154
- Non-discretionary: $142,647,418

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 88 | $15,276,849,027 |
| Charitable organizations | Fewer than 5 | $1,971,007,136 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $278,176,409 |

### 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)

### Firm details
- Registered since: 1988 (38 years)
- Employees: 66 total, 44 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DE, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Beijing
- Darien, CT
- Munich
- New York, NY
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- cfprivateequity.com
- commonfund.org
- LinkedIn @cf-private-equity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $14,515,243,568 | 52 | September 28, 2021 |
| October 2022 | $14,831,454,168 | 59 | September 28, 2022 |
| October 2023 | $14,515,035,666 | 73 | September 28, 2023 |
| October 2024 | $15,253,387,203 | 70 | September 27, 2024 |
| October 2025 | $15,253,387,203 | 70 | July 3, 2025 |
| October 2026 | $17,526,032,572 | 66 | September 28, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CF Private Equity, Inc. (CRD 110657): Form ADV filing data as of October 2026.