CF PRIVATE EQUITY, INC.

15 Old Danbury Road
Wilton, Connecticut 06897-0812
Tel: 203-563-5000

About CF PRIVATE EQUITY, INC.

CF PRIVATE EQUITY, INC, formally registered with the SEC as CF PRIVATE EQUITY, INC. The firm was established in 04/15/1988. They have over 6 offices throughout the country.

CF PRIVATE EQUITY, INC. is a Wilton, Connecticut based Financial Planning firm with nearly $15,253,387,203 assets under management, offering retirement planning & investment advisory services to 83 clients. The firm is staffed with 70 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110657
SEC#	801-31713
Assets Managed by Firm	$15,253,387,203
No. of Clients	83
No. of Advisors	70

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	83	$15,253,387,203
Charitable organizations	4	$1,387,525,429

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