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Keith Morgan Schappert

COMMONFUND CAPITAL, INC.·WILTON, Connecticut
Clean recordCOMMONFUND CAPITAL, INC.
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 4329089Firm CRD# 110657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Morgan Schappert · WILTON, CT
Registration
CRD #4329089 · COMMONFUND CAPITAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Keith Morgan Schappert is a registered financial advisor based in WILTON, Connecticut, affiliated with COMMONFUND CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CF PRIVATE EQUITY, INC.
CF PRIVATE EQUITY, INC.
AUM
$15.3B
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at CF PRIVATE EQUITY, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4329089
Firm CRD# 110657
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Keith Morgan Schappert offer?
Keith Morgan Schappert specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.
What are Keith Morgan Schappert's credentials?
Keith Morgan Schappert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Morgan Schappert located?
Keith Morgan Schappert is based in WILTON, Connecticut, working with COMMONFUND CAPITAL, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Keith Morgan Schappert charge for services?
Keith Morgan Schappert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONFUND CAPITAL, INC.?
COMMONFUND CAPITAL, INC. has approximately 70 employees and manages $15.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMMONFUND CAPITAL, INC.

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Aaron Max Miller
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Cari Berlage Lodge
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Celeste Rachel Barone
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Fliesser Brett Matthew
WILTON, CT

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Research
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