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Kristofer Stephen Kwait

COMMONFUND OCIO, INC.·WILTON, Connecticut
Clean recordCOMMONFUND OCIO, INC.
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 2501749Firm CRD# 110689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristofer Stephen Kwait · WILTON, CT
Registration
CRD #2501749 · COMMONFUND OCIO, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kristofer Stephen Kwait is a registered financial advisor based in WILTON, Connecticut, affiliated with COMMONFUND OCIO, 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
COMMONFUND OCIO, INC.
COMMONFUND OCIO, INC.
AUM
$20.2B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at COMMONFUND OCIO, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2501749
Firm CRD# 110689
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristofer Stephen Kwait offer?
Kristofer Stephen Kwait specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.
What are Kristofer Stephen Kwait's credentials?
Kristofer Stephen Kwait is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristofer Stephen Kwait located?
Kristofer Stephen Kwait is based in WILTON, Connecticut, working with COMMONFUND OCIO, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Kristofer Stephen Kwait charge for services?
Kristofer Stephen Kwait's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONFUND OCIO, INC.?
COMMONFUND OCIO, INC. has approximately 42 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMMONFUND OCIO, INC.

Jeffrey Thomas Long
WILTON, CT
Verne Owen Sedlacek
WILTON, CT
Alec Charles Rapaport
WILTON, CT
Arnold Nicholas Demonico
WILTON, CT
Arthur Zimmermann Gardiner
WILTON, CT
Carolyn Nichols Blanch
WILTON, CT

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Research
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