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CF PRIVATE EQUITY, INC.

NORWALK, CT · CRD 110657 · IAPD ↗ · cfprivateequity.com · 203-563-5000

$17.53BRegulatory AUM
44Advisory reps
66Employees
0Clients
n/aPlanning clients
95Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
October 2026 — CF PRIVATE EQUITY, INC. grew from 38 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
January 2026 — CF PRIVATE EQUITY, INC. moved its main office from WILTON, CT to NORWALK, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
August 2025 — CF PRIVATE EQUITY, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
October 2024 — CF PRIVATE EQUITY, INC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
October 2024 — CF PRIVATE EQUITY, INC. grew from 30 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.