The Community Foundation for Greater New Haven, Inc.

Overview

The Community Foundation for Greater New Haven, Inc. is a state registered investment adviser based in New Haven, CT, registered since 2014. It reports $56M in assets under management across 172 accounts, with 43 employees. It has 2 investment adviser representatives.

Reported AUM

$56M

Discretionary

100%

Accounts

172

Average account

$3.3M

Employees

43

Advisory reps

2

Registered since

2014

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Karen Dubois-Walton President, Chief Executive Officer CRD 8051535
• Andrew Frederick Alden Senior Vice President of Investments, Chief Investment Officer, Chief Compliance Officer CRD 1497067
• Wendy G Gamba Chief Financial Officer, Vice President CRD 7348847

Advisory reps 2 of 2

• Andrew Frederick Alden Investment Adviser Rep CRD 1497067
• Marjorie Rice Cogguillo Investment Adviser Rep CRD 1552756

Location

Headquarters

70 Audubon St
New Haven, CT 06510

County

South Central Ct

Metro area

New Haven-Milford, CT

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: cfgnh.org

Every state, with registration dates

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