Community Development Fund Advisors, Llc
SEC-registered
Mutual Fund / Asset Manager · Small ($100M–$1B)
CRD 281617
· SEC file 801-106710
·
· WWW.COMMUNITYDEVELOPMENTFUND.COM
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ADV data as of May 20, 2026
- Regulatory AUM
- $326M
- Discretionary
- $326M
- Clients
- 1
- Avg AUM / client
- $326M
- Accounts
- 1
- Employees
- 2
AUM over time
$100K
$326M
Jan 29, 2016
May 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $326M | 100.0% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas, Kenneth, Herbert | President, Ceo, Cco, Trustee Of Revocable Trust Of Kenneth H. Thomas | Aug 2011 (15y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Revocable Trust Of Kenneth H. Thomas | Member | Jun 2017 | A | 75% or more |
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) | 05/20/2026 | 901 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 investment companies
Custody
Firm reports it does not have 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: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗