# The Community Foundation for Greater New Haven, Inc.

> 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.

- CRD: 169212
- Filed as: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Haven, CT
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169212
- AdvisorCensus page: https://advisorcensus.com/firm/the-community-foundation-for-greater-new-haven-inc-new-haven-ct-169212

## Quick answers

**How is The Community Foundation for Greater New Haven, Inc. compensated?**
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.

**Where is The Community Foundation for Greater New Haven, Inc. located?**
The Community Foundation for Greater New Haven, Inc.'s principal office is in New Haven, CT, according to its Form ADV.

**Is The Community Foundation for Greater New Haven, Inc. registered with the SEC or a state?**
The Community Foundation for Greater New Haven, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169212.

**How much does The Community Foundation for Greater New Haven, Inc. manage?**
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).

**What types of clients does The Community Foundation for Greater New Haven, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (172).

**Does The Community Foundation for Greater New Haven, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $560,024,031
- Discretionary: $560,024,031
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 172 | $560,024,031 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 43 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cfgnh.org
- Facebook @CFGNH
- LinkedIn @cfgnh
- X @CFGNH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Community Foundation for Greater New Haven, Inc. (CRD 169212): Form ADV filing data as of October 2026.