Cf Private Equity, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Norwalk, CT. Its latest Form ADV filing, dated December 22, 2025, reports $15.8B in regulatory assets under management, 66 employees, 6 offices, and 82 accounts.
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
77
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.8Bas of December 22, 2025
Discretionary99.2%
$15.6B
99% of total RAUM99.2%
Non-discretionary0.8%
$132M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$15.8B
Total Accounts82
10Y AUM Change+$5.3B (+51.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees66
Clients per Employee1:1
10Y Employee Change+27 (+69.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.