# CFS, LLC

CFS, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 118321
- Type: SEC-registered investment adviser
- SEC file number: 801-67969
- Location: 210 PARK AVENUE, SUITE 3000, OKLAHOMA CITY, OK, 73102
- Phone: 405-848-6999
- Latest filing: 2016-08-10
- Regulatory AUM: $80.9M
- Discretionary AUM: $80.9M
- Clients: 4
- Accounts: 10

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| DUNCAN SCOTT R | MEMBER/MANAGER; PORTFOLIO MANAGER; PRESIDENT (+1 more) | — |
| SHAFER STEPHEN EDWARD | MEMBER/MANAGER; MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER (+1 more) | — |
| HARTMAN STEPHEN RON | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; MEMBER/MANAGER, CHIEF COMPLIANCE OFFICER | — |
| KUHLMAN JONATHAN NICHOLAS | CHIEF OPERATING OFFICER | — |
| RENFRO RAQUEL MARIE | VICE PRESIDENT INVESTOR RELATIONS | — |
| KUHLMAN JONATHAN N | CHIEF OPERATING OFFICER | — |
| DUNCAN SCOTT ROBERT | SENIOR VICE-PRESIDENT OF ADVANCED PLANNING | — |
| LOPEZ RAQUEL RENFRO | VICE PRESIDENT INVESTOR RELATIONS | — |


## Private funds (10)

Mix: Hedge Fund 7 · Real Estate Fund 3

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| COVENANT GLOBAL ALPHA FUND LP | Hedge Fund | — | 74 | $45.2M | $500K |
| COVENANT GLOBAL ALPHA FUND, LTD. | Hedge Fund | — | 76 | $14.3M | $1.0M |
| CARTOGRAPHER LP | Hedge Fund | — | 16 | $6.0M | $500K |
| COVENANT INCOME APPRECIATION FUND, LP | Hedge Fund | — | 76 | $5.3M | $500K |
| COVENANT PARK HILL LLC | Real Estate Fund | — | 9 | $2.9M | $250K |
| MCKINNEY URBAN VILLAGE LLC | Real Estate Fund | — | 10 | $2.7M | $250K |
| COVENANT OPPORTUNITY CAPITAL FUND, LP | Hedge Fund | — | 37 | $2.3M | $500K |
| CD&LB LP | Hedge Fund | — | 4 | $1.5M | $50K |
| BASIC MATERIALS & INFRASTRUCTURE LP | Hedge Fund | — | 1 | $1.1M | $50K |
| 931 FLETCHER LLC | Real Estate Fund | — | 5 | $620K | $45K |


## Fund service providers (1)

- administrator: OPUS FUND SERVICES — 7 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118321/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118321/similar
- Related entities: https://search.stillhousedata.com/firm/118321/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118321

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.