Commonfund Asset Management Company, Inc. (Wilton)

Name: Commonfund Asset Management Company, Inc.
Address: 15 Old Danbury Road, Wilton, CT, 06897 0812
Telephone: 203-563-5000

Commonfund Asset Management Company, Inc. is a large advisory firm based in Wilton. It manages $15.62 billion of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 15 other states.

Commonfund Asset Management Company provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Commonfund Asset Management Company: assets under management

The assets under management (AUM) of Commonfund Asset Management Company, Inc. is $15.62 billion. The firm's AUM has gone down by -38% since the beginning of its operation, and $642.4 million of the total AUM is attributable to clients outside of the United States.

The firm manages $13.9 billion in discretionary accounts and $1.72 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.98 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $286.73 million.

Commonfund Asset Management Company has custody of $12.75 billion in cash and securities for 92 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Commonfund Asset Management Company, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Howard Coonley serves?

The firm provides services to charitable organizations and pooled investment vehicles. The largest group of clients of Howard Coonley is pooled investment vehicles with 32 clients and $10.48 billion of assets under management. Among the 8 most similar advisory firms, Commonfund Asset Management Company has the 4th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $15.62 billion for 94 clients. 4% of the firm’s clients are foreign persons or businesses.

Commonfund Asset Management Company also advises several private funds. Namely, eleven hedge funds, two real estate funds, twenty other private funds, and four private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Commonfund Asset Management Company, Inc.

The company employs 26 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Howard Coonley has been acting as President since 1 Jul 1999. Dana James Moreau joined the executive team most recently as the Vice President; Investment Committee Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. (Formerly Tcf Holding Company) Commonfund Holding Company	Delaware corporation	1 Jul 1999	75% - 100%	06-1481429
John Winthrop Auchincloss	Secretary & commonfund group general counsel	1 Jul 1999	Other	2951755
Arthur Zimmermann Gardiner	Counsel to the president of commonfund group	1 Jul 1999	Other	2532349
William Paul Miller	Senior vice president and independent risk oversight officer of commonfund group	1 Jul 1999	Other	3070551
James Patrick Feeney	Director of compliance	1 Jul 1999	Other	3234646
Maryellen Beaudreault	Senior vice president-fixed income	1 Jul 1999	Other	4104249
Curt R Tobey	Senior vice president-international global equity	1 Jul 1999	Other	1800157
Howard Coonley	Director	1 Jul 1999	Other	3010085
Eben Matthew Riordan	Director	1 Jul 1999	Other	1712729
Elizabeth E. Schaefer	Senior vice president-domestic equity	1 Jul 1999	Other	4104724
Jeffrey Charles Landle	Senior vice president-alternative investments	1 Jul 1999	Other	1039917
Todd Eugene Petzel	Chairman of the board of directors, president and chief investment officer	1 Jul 1999	Other	2945339
Laura J Whitman	Treasurer	1 Jul 1999	Other	3185777
Which Indirectly Owns 100% Of Applicant Through Its 100% Owned Subsidiary The Commonfund For Nonprofit Organizations	New york not-for-profit corporation	1 Jul 1999	75% - 100%	23-7037968
Curt Reisinger Tobey	Senior vice president	1 Jul 1999	Other	1800157
Elizabeth Elena Schaefer	Senior vice president-equities	1 Jul 1999	Other	4104724
Robert Lee Bovinetta	Director	1 Sep 1999	Other	2894965
Robert Lee Bovinette	Director	1 Sep 1999	Other	2894965
Andrew Kandiew	Chief administrative officer	1 Aug 2000	Other	2161598
Jeffrey Alan Geller	Executive vice president	1 Jan 2001	Other	2825851
Arthur Zimmermann Gardiner	Counsel to the president of commonfund group, member of the board of directors	1 Jan 2002	Other	2532349
Maryellen Beaudreault	Senior vice president-fixed income, member of the board of directors	1 Jan 2002	Other	4104249
Elizabeth Elena Schaefer	Senior vice president-equities, member of the board of directors	1 Jan 2002	Other	4104724
Jeffrey Charles Landle	Senior vice president-alternative investments, member of the board of directors	1 Jan 2002	Other	1039917
Jeffrey Alan Geller	President, member of the board of directors	1 Jan 2002	Other	2825851
Robert Lee Bovinette	Chairman of the board of directors	1 Jan 2002	Other	2894965
Todd Eugene Petzel	President	1 Apr 2002	Other	2945339
Andrew Kandiew	Chief administrative officer\treasurer	1 Apr 2002	Other	2161598
James Patrick Feeney	Managing director, compliance	1 Jul 2002	Other	3234646
Michael Howard Strauss	Director; executive vice president, chief investment strategist and chief economist; investment committee member	1 Feb 2003	Other	1566425
Arnold Nicholas Demonico	Director; acting president & chief investment officer, ceo of hedge fund strategies; investment committee member	1 Feb 2003	Other	1139169
Laura Janine Whitman	Treasurer, controller commonfund group	1 Feb 2003	Other	3185777
Laura Janine Weekes	Treasurer, controller the common fund for nonprofit organizations	1 Feb 2003	Other	3185777
Lyn Hutton	Chair, board of directors & cio commonfund group	1 Jun 2003	Other	2532341
Verne Owen Sedlacek	Director, president & ceo commonfund group	1 Jul 2003	Other	3108811
E Lyndon Tefft	Executive vice president and treasurer the common fund for nonprofit organizations	1 Oct 2003	Other	3220202
Jeffrey Thomas Long	Director; managing director--head of equities; investment committee member	1 Mar 2004	Other	2243848
Carolyn Nichols Blanch	Treasurer; chief administrative officer	1 Feb 2005	Other	5025237
Carolyn N. Blanch	Treasurer	1 Feb 2005	Other	5025237
Sarah Elizabeth Clark	Managing director--head of strategic solutions; investment committee member	1 Jul 2005	Other	3053731
David S Hertan	Managing director, co-head strategic treasury solutions, investment committee member	1 Jul 2006	Other	5193283
David Scott Hertan	Managing director-- co-head strategic treasury solutions; investment committee member	1 Jul 2006	Other	5193283
Alec Charles Rapaport	Director; managing director--head of fixed income; investment committee member	1 Mar 2010	Other	4497705
Andreas George Calianos	Managing director; investment committee member	1 Jul 2010	Other	4893945
Jon Keith Speare	Managing director, head of strategic treasury solutions, investment committee member	1 Jul 2010	Other	2592890
Iii Fredric Armstrong Nelson	Director; president and chief investment officer; chair, investment committee	1 Feb 2011	Other	4619723
Robert E. Phay	Associate general counsel and chief compliance officer	1 Sep 2011	Other	5023604
Michael John Guido	Vice president; product strategist; investment committee member	1 Oct 2011	Other	2517248
Lauren Roberta Caplan	Assistant secretary	1 Sep 2012	Other	6252092
Jess William Gaspar	Managing director; head of quantitative research; investment committee member	1 Dec 2012	Other	5539553
Catherine Ann Keating	Director; president & ceo, the common fund for nonprofit organizations	1 Feb 2015	Other	3222275
Seth William Thomson	Assistant secretary	1 Feb 2015	Other	3042886
Brian Patrick Doohan	Chief compliance officer	1 Mar 2015	Other	5440523
Mark Jonathon Anson	Director; president & chief investment officer	1 Jan 2016	Other	2502127
Sharad Anantha Samy	Secretary; general counsel, the common fund for nonprofit organizations	1 Jan 2016	Other	5756640
Kristofer Stephen Kwait	Managing director; head of investments	1 May 2016	Other	2501749
David James Scarozza	Managing director, head of equities	1 May 2016	Other	2563586
James Frederick Meisner	Managing director; head of fixed income	1 May 2016	Other	1231994
Timothy Titus Yates	Managing director; strategic solutions group head; investment committee member	1 Jan 2017	Other	4610556
Russell Joseph Dobransky	Managing director; head of fund operations	1 Jan 2017	Other	2014103
Carolyn Nichols Blanch	Treasurer; vice president	1 Jun 2017	Other	5025237
Kristofer Stephen Kwait	Director; managing director; head of investments; investment committee member; deputy chief investment officer	1 Jun 2018	Other	2501749
Deborah C. Spalding	Managing director; deputy chief investment officer; investment committee member	1 Jun 2018	Other	2620078
Dana James Moreau	Vice president; investment committee member	1 Jan 2019	Other	5870902

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Common Fund For Nonprofit Organizations	New york nonprofit corporation	1 Jul 1999	75% - 100%	23-7037968
The Commonfund For Nonprofit Organizations	New york nonprofit corporation	1 Jul 1999	75% - 100%	23-7037968

Based in Wilton

The principal office where Commonfund Asset Management Company, Inc. performs its advisory services is located at 15 Old Danbury Road, Wilton, CT 06897 0812 The mailing address of the firm is 15 Old Danbury Road, Wilton, CT 06897 0812. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-563-5000 or by fax 203-563-5306. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at commonfund.org.