CF PRIVATE EQUITY, INC.

WILTON, Connecticut·12 registered advisors·CRD# 110657
SEC# 801-317135203-563-5000
01

Firm Overview

AUM
$15.3B
Regulatory assets under management
Employees
70
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at CF PRIVATE EQUITY, INC.

12 registered advisors
Aaron Max Miller
WILTON, Connecticut
Cari Berlage Lodge
WILTON, Connecticut
Celeste Rachel Barone
WILTON, Connecticut
E Lyndon Tefft
WILTON, Connecticut
Ethan Jeremy Levine
WILTON, Connecticut
Jessica Hoffman Brennan
WILTON, Connecticut
Kent Terman Scott
WILTON, Connecticut
Lambrina Mathews
WILTON, Connecticut
Mark Christopher Hoeing
WILTON, Connecticut
Miriam Elke Schmitter
WILTON, Connecticut
Peter Martin Burns
WILTON, Connecticut
Violetta Cerasuolo
WILTON, Connecticut
05

Office Locations

WILTON, Connecticut
12 advisors

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Data sourced from SEC Form ADV filings. CF PRIVATE EQUITY, INC. (CRD# 110657) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.