The Community Foundation For Greater New Haven, Inc.
State-registered
Private Fund Manager · Small ($100M–$1B)
CRD 169212
· New Haven, CT
· WWW.FACEBOOK.COM
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ADV data as of Mar 19, 2026
- Regulatory AUM
- $560M
- Discretionary
- $560M
- Clients
- 172
- Avg AUM / client
- $3.3M
- Accounts
- 172
- Employees
- 43
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 172 | $560M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Frederick Alden | Registered representative | Mar 2014 (12y) | ||
| Marjorie Rice Cogguillo | Registered representative | Jun 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 992 KB | 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
Services
- • 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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗