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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Norwalk, CT HQ: Norwalk, CT

Cf Private Equity, Inc.

$17.4B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.14B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Real Estate, Direct Lending (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$1.14B
Total AUM: $17.4B
Median Disclosed Amount
$64.0M
Range: $8.0M – $96.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Cf Private Equity, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Oaktree Real Estate Opportunities Fund IX, L.P.Adviser 7.B Vehicle Real Estate 2025
$96.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Diversified Lending Fund II, L.P.Adviser 7.B Vehicle Direct Lending 2025
$90.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Invesco Mortgage Recovery Fund II, LPAdviser 7.B Vehicle Private Credit 2025
$83.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crayhill Principal Strategies IIIAdviser 7.B Vehicle Buyout 2024
$79.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
J2 Ventures Argonne Fund, L.P.Adviser 7.B Vehicle Venture Capital 2024
$70.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cf Private Equity, Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Cf Private Equity, Inc. (OCIO / Wealth RIA, $17.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.2% Actual; $486.7M Unallocated Target Bandwidth). SEC Form ADV (801-31713, CRD #110657) verified $17.38B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cf Private Equity, Inc.

683 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cf Private Equity, Inc. (22 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 10 Shared Vehicles

Brandywine Global Investment Management

OCIO / Wealth RIA Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blockchain VI (2023 Vintage)
Cf Private Equity, Inc.: $66.5M · SEC Form ADV 7.B
Brandywine Global Investment Management: $49.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackwell Capital Partners, LP (2023 Vintage) · Blackstone Tactical Opportunities Fund VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Conestoga Fredericksburg Thornton Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackwell Capital Partners, LP (2023 Vintage)
Cf Private Equity, Inc.: $64.0M · SEC Form ADV 7.B
Conestoga Fredericksburg Thornton Institutional Outsourced CIO & Wealth Advisory: $51.2M · SEC Form ADV 7.B

Additional shared vehicles: Blockchain VI (2023 Vintage) · Blackstone Tactical Opportunities Fund VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Great Basin Great Plains Rutherford Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Tactical Opportunities Fund VI (2023 Vintage)
Cf Private Equity, Inc.: $49.0M · SEC Form ADV 7.B
Great Basin Great Plains Rutherford Mutual & Casualty Insurance General Account: $91.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blockchain VI (2023 Vintage) · Blackwell Capital Partners, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+680 Additional Institutional LPs Report Shared Vehicles with Cf Private Equity, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 22 total tracked records for Cf Private Equity, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (683 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Cf Private Equity, Inc.

Buyout LPs →Private Credit LPs →Venture Capital LPs →Real Estate LPs →Direct Lending LPs →

Frequently Asked Questions: Cf Private Equity, Inc.

What type of institutional allocator is Cf Private Equity, Inc. and what is their typical disclosed ticket size?

Cf Private Equity, Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Norwalk, CT; Headquarters: Norwalk, CT). Across 22 historical disclosure records tracked on Prilago ($1.14B total parsed USD across disclosed rows), the median disclosed amount is $64.0M (range: $8.0M to $96.0M).

Which private-market strategies appear in Cf Private Equity, Inc.'s public disclosures?

Cf Private Equity, Inc. has disclosed records across Buyout, Private Credit, Venture Capital, Real Estate, Direct Lending. Open preview records include Oaktree Real Estate Opportunities Fund IX, L.P. (2025 Vintage), Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage), Invesco Mortgage Recovery Fund II, LP (2025 Vintage), Crayhill Principal Strategies III (2024 Vintage).

How are Cf Private Equity, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Cf Private Equity, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Cf Private Equity, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cf-private-equity-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Cf Private Equity, Inc.?

In Prilago's bilateral commitment graph, Cf Private Equity, Inc. shares resolved underlying fund vehicles with 683 institutional LPs across 22 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Brandywine Global Investment Management (10 shared vehicles, e.g. Blockchain VI (2023 Vintage)), Conestoga Fredericksburg Thornton Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. Blackwell Capital Partners, LP (2023 Vintage)), Great Basin Great Plains Rutherford Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Blackstone Tactical Opportunities Fund VI (2023 Vintage)).

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