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Susan Jeffers Carter

COMMONFUND CAPITAL, INC.·WILTON, Connecticut
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15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 2514924Firm CRD# 110657
01

About

Susan Jeffers Carter 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
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# 2514924
Firm CRD# 110657
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Jeffers Carter offer?
Susan Jeffers Carter specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.
What are Susan Jeffers Carter's credentials?
Susan Jeffers Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Jeffers Carter located?
Susan Jeffers Carter is based in WILTON, Connecticut, working with COMMONFUND CAPITAL, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Susan Jeffers Carter charge for services?
Susan Jeffers Carter'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 in WILTON
Jeffrey Mitchell Shaw — ARMSTRONG SHAW ASSOCIATES INC.Craig Dan Jensen — ROUND ROCK ADVISORS LLCBruce Douglas Martin — STILL LAKE CAPITAL, LLCKeith Morgan Schappert — COMMONFUND CAPITAL, INC.Monica Carol Grady — ARMSTRONG SHAW ASSOCIATES INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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