CFS, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 118321). Regulatory assets under management: $80.9M.
| 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 | — |
Hedge Fund: 7 · Real Estate Fund: 3
| Fund | Type | Formed | Owners | Gross asset value | 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 |