{
  "crd_number": 169212,
  "slug": "the-community-foundation-for-greater-new-haven-inc-new-haven-ct-169212",
  "primary_business_name": "THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.",
  "legal_name": "THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.",
  "dbas": [],
  "city": "New Haven",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "35300",
  "metro": {
    "cbsa_code": "35300",
    "common_name": "New Haven",
    "msa_name": "New Haven, CT",
    "path": "/advisors/ct/new-haven"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-03-28",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 560024031.0,
  "raum_discretionary": 560024031.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 43,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 560024031.0,
      "count": 172
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://cfgnh.org",
    "https://facebook.com/CFGNH",
    "https://linkedin.com/company/cfgnh",
    "https://twitter.com/CFGNH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169212",
  "city_as_filed": "NEW HAVEN",
  "url": "https://advisorcensus.com/firm/the-community-foundation-for-greater-new-haven-inc-new-haven-ct-169212",
  "display_name": "The Community Foundation for Greater New Haven, Inc.",
  "summary": "The Community Foundation for Greater New Haven, Inc. is a state-registered investment advisory firm in New Haven, CT, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. The Community Foundation for Greater New Haven, Inc. (CRD 169212): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is The Community Foundation for Greater New Haven, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Community Foundation for Greater New Haven, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is The Community Foundation for Greater New Haven, Inc. located?",
      "a": "The Community Foundation for Greater New Haven, Inc.'s principal office is in New Haven, CT, according to its Form ADV."
    },
    {
      "q": "Is The Community Foundation for Greater New Haven, Inc. registered with the SEC or a state?",
      "a": "The Community Foundation for Greater New Haven, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169212."
    },
    {
      "q": "How much does The Community Foundation for Greater New Haven, Inc. manage?",
      "a": "The Community Foundation for Greater New Haven, Inc. reports $560,024,031 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does The Community Foundation for Greater New Haven, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (172)."
    },
    {
      "q": "Does The Community Foundation for Greater New Haven, 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169212"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-community-foundation-for-greater-new-haven-inc-new-haven-ct-169212.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 172,
      "fewer_than_5": false,
      "raum": 560024031.0
    }
  ],
  "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/169212",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}