Commonfund Realty, Inc. (Wilton)

Name: Commonfund Realty, Inc.
Address: 15 Old Danbury Rd, Wilton, CT, 06897
Telephone: 203-563-5000

Commonfund Realty, Inc. is a related adviser based in Wilton. It manages $324.88 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and Delaware.

Commonfund Realty provides portfolio management for pooled investment vehicles and portfolio management of real estate investment trust. 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 Realty: assets under management

The assets under management (AUM) of Commonfund Realty, Inc. is $324.88 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $324.88 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $324.88 thousand each.

Commonfund Realty has custody of $324.88 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Commonfund Realty, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Commonfund Realty, Inc.

E Lyndon Tefft has been acting as President since 1 Aug 2012. Brian Patrick Doohan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Lee Bovinetta	Chair, board of directors	1 Jun 1997	Other	2894965
Arthur Zimmermann Gardiner	Counsel to the president of commonfund group	1 Jun 1997	Other	2532349
Robert Lee Bovinette	Chair, board of directors	1 Jun 1997	Other	2894965
Commonfund Holding Company	Delaware corporation; sole shareholder	1 Aug 1997	75% - 100%	06-1481429
Donna Jones Dean	Director	1 Aug 1997	Other	4361705
William Campion Hromadka	Director	1 Aug 1997	Other	2532337
Lyn Hutton	Director	1 Aug 1997	Other	2532341
Hugh Cardwell Scott	Managing director & portfolio manager	1 Aug 1997	Other	4105514
Marc Philip Weiss	Chief financial officer and treasurer	1 Aug 1997	Other	2945334
Everett Burton Miller	Chief operating officer	1 Aug 1997	Other	2894968
John Winthrop Auchincloss	Secretary & commonfund group general counsel	1 Sep 1997	Other	2951755
William Paul Miller	Senior vice president & independent risk oversight officer of commonfund group	1 Sep 1997	Other	3070551
Martin Lewis Budd	Director	1 Aug 1998	Other	4361713
William Karl Krauch	Director	1 Aug 1998	Other	2583738
James Patrick Feeney	Director of compliance	1 Jul 1999	Other	3234646
Timothy Matthew Shine	Managing director	1 Jan 2000	Other	4114484
Arthur Zimmermann Gardiner	Director, counsel to the president of commonfund group	1 Dec 2001	Other	2532349
Hugh Cardwell Scott	Director, managing director & portfolio manager	1 Dec 2001	Other	4105514
Cheri Gavrielidis	Treasurer	1 Dec 2001	Other	4540226
Timothy Matthew Shine	Director, managing director	1 May 2002	Other	4114484
Everett Burton Miller	Director	1 May 2002	Other	2894968
James Patrick Feeney	Managing director, compliance	1 Jul 2002	Other	3234646
Lyn Hutton	Director	1 Jun 2003	Other	2532341
Verne Owen Sedlacek	Chair, board of directors	1 Jul 2003	Other	3108811
James J. Keary	Treasurer	1 Sep 2004	Other	4020957
Robert E. Phay	Assistant secretary	1 Nov 2004	Other	5023604
David Thomas	Chief financial officer; treasurer	1 Jan 2009	Other	5644482
James J. Keary	Director; executive vice president; portfolio manager	1 Nov 2010	Other	4020957
Peter Lawrence Kirby	Treasurer	1 Jun 2011	Other	1291764
Robert E. Phay	Associate general counsel and chief compliance officer	1 Sep 2011	Other	5023604
E Lyndon Tefft	Director	1 Aug 2012	Other	3220202
Catherine Ann Keating	Chair; president and chief executive officer, the common fund for nonprofit organizations	1 Feb 2015	Other	3222275
Brian Patrick Doohan	Chief compliance officer	1 Mar 2015	Other	5440523

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
The Common Fund For Nonprofit Organizations	Sole shareholder of commonfund holding company	1 Aug 1997	75% - 100%	23-7037968

Based in Wilton

The principal office where Commonfund Realty, Inc. performs its advisory services is located at 15 Old Danbury Rd, Wilton, CT 06897 The mailing address of the firm is 15 Old Danbury Road, Wilton, CT 06897 0812. 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 203-834-0828. 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.