Cf Private Equity, Inc.
- Regulatory AUM
- $15.8B
- Discretionary
- $15.6B
- Clients
- 77
- Avg AUM / client
- $205M
- Accounts
- 82
- Employees
- 66
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 77 | $14.0B | 88.5% |
| Charitable organizations | Fewer than 5 clients | $1.6B | 9.95% |
| State or municipal government entities | Fewer than 5 clients | $244M | 1.55% |
Private funds (84)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $18.6B combined gross assets
People (16)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hoeing, Mark, Christopher | Director; President And Chief Executive Officer; Head Of Private Equity; Managing Director; Investment Committee Member | Jan 2013 (14y) | Less than 5% | |
| Thomson, Seth, William | Assistant Secretary; Deputy General Counsel | Mar 2015 (11y) | Less than 5% | |
| Pavey, Robert, Davidson | Director | Apr 2015 (11y) | Less than 5% | |
| Lodge, Cari, Berlage | Director; Managing Director; Investment Committee Member | Oct 2015 (11y) | Less than 5% | |
| Samy, Sharad, Anantha | Secretary; General Counsel | Oct 2015 (11y) | Less than 5% | |
| Anson, Mark, Jonathon | Chair, Board Of Directors; Investment Committee Member | Jan 2016 (11y) | Less than 5% | |
| Schmitter, Miriam, Elke | Managing Director; Investment Committee Member | Feb 2016 (11y) | Less than 5% | |
| Ropiak, Eugene | Controller | May 2016 (10y) | Less than 5% | |
| Levine, Ethan, Jeremy | Managing Director; Investment Committee Member | Jul 2017 (9y) | Less than 5% | |
| Miller, Aaron, Max | Managing Director; Investment Committee Member | Jul 2017 (9y) | Less than 5% | |
| Shahbazi, Mamak | Director | Jan 2022 (5y) | Less than 5% | |
| Brennan, Jessica, Hoffman | Director | Aug 2023 (3y) | Less than 5% | |
| Cerasuolo, Violetta | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Daniel, Kent, Douglas | Director | Jan 2024 (3y) | Less than 5% | |
| Moreau, Dana, James | Treasurer | Sep 2024 (2y) | Less than 5% | |
| Matthew, Fliesser, Brett | Managing Director; Head Of Operations | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Commonfund Holding Company, Inc. | Delaware Corporation | Apr 1997 | A | 75% or more |
| The Common Fund For Nonprofit Organizations | New York Nonprofit Corporation | Jul 1971 | B | 75% or more of Commonfund Holding Company,Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (84, $18.6B gross assets)
Top 25 of 84 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 18.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗