Private fund adviser · Norwalk, CT
CF Private Equity, Inc.
SEC-registered investment adviser · CRD 110657 · SEC 801-31713
At a glance
CF Private Equity, Inc. is an SEC-registered investment adviser based in Norwalk, Connecticut, with $17.5 billion in regulatory assets under management as of its Form ADV filed September 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 410th of 4,686 private fund advisers and 953rd of 17,210 SEC-registered advisers by assets.
Main office 203-563-5000cfprivateequity.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $18B
- Rank among private fund advisers
- #410 of 4,686
- Rank among all SEC RIAs
- #953 of 17,210
- Rank in Connecticut
- #41 of 507
- Clients
- 88
- Accounts
- 93
- Discretionary
- 99% of AUM
- Employees
- 66
- Advisory staff
- 44
- Offices
- 6
Owners and executives on its Form ADV
- Eugene RopiakController
- Mark C. HoeingDirector; President and Chief Executive Officer; Head of Private Equity; Investment Committee Member
- Seth W. ThomsonAssistant Secretary; Deputy General Counsel
- Robert D. PaveyDirector
- Sharad A. SamySecretary; General Counsel
- Mark J. AnsonChair, Board of Directors; Investment Committee Member
- Miriam E. SchmitterManaging Director (cfpe Gmbh); Investment Committee Member
- Ethan J. LevineManaging Director; Investment Committee Member
- Aaron M. MillerManaging Director; Investment Committee Member
- Jessica H. BrennanDirector
- Violetta CerasuoloManaging Director; Chief Compliance Officer
- Kent D. DanielDirector
Custody and brokerage
Custodian
CF Private Equity, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
CF Private Equity, Inc. is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Commonfund Securities, Inc..
- Commonfund Securities, Inc. ↗CRD 43541
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, August 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 88 | $15B | 87% |
| Charitable organizations | – | $2.0B | 11% |
| State or municipal government entities | – | $278M | 2% |
Private funds
CF Private Equity, Inc. reports 95 private funds with $22B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
CF Private Equity, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗cfprivateequity.com ↗
AtlasMembers
The full record on CF Private Equity, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 735 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 14 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CF Private Equity, Inc. manage?
CF Private Equity, Inc. reports $17.5 billion in regulatory assets under management across 93 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 28, 2026.
What kind of firm is CF Private Equity, Inc.?
CF Private Equity, Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are CF Private Equity, Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($15.3 billion, 88 clients); charitable organizations ($2.0 billion); state or municipal government entities ($278 million).
Does CF Private Equity, Inc. manage private funds?
Yes. It reports 95 private funds with $21.8 billion in gross assets, including private equity funds.
Does CF Private Equity, Inc. have any disciplinary history?
CF Private Equity, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CF Private Equity, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →