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2026 BOOK OF LISTS | HARTFORDBUSINESS.COM 31 F I N A N C E LARGEST CREDIT UNIONS IN CONNECTICUT Ranked by total assets (1) PRIVATE EQUITY FIRMS IN CONNECTICUT Ranked by assets under management, then statewide employees (1) Largest credit unions in Connecticut Ranked by total assets ((11)) Credit union Assets 2025/ assets 2024 2025-2024 % change in assets Total loans 2025 No. members Top executive(s)/ year chartered 1 Connecticut State Employees Credit Union 84 Wadsworth St., Hartford 06106 860-522-5388 • csecreditunion.com $2,582,124,253 $2,437,926,275 5.91% $432,513,233 69,494 Daniel R. Daigle 1946 2 American Eagle Financial Credit Union 333 E. River Drive, East Hartford 06118 800-842-0145 • americaneagle.org $2,556,306,763 $2,549,552,580 0.26% $1,713,296,493 170,351 Howard Brady 1935 3 Charter Oak Federal Credit Union 1055 Hartford Turnpike, Waterford 06385 860-446-8085 • charteroak.org $1,638,907,920 $1,580,380,430 3.7% $894,129,749 88,364 Brian A. Orenstein 1939 4 Sikorsky Financial Credit Union 1000 Oronoque Lane, Stratford 06614 203-377-2252 • sikorskycu.org $1,340,520,203 $1,277,186,038 4.96% $1,025,987,604 67,405 Vincent Ciambriello Jr. 1948 5 Connex Credit Union 404 Washington Ave., North Haven 06473 203-603-5700 • connexcu.org $1,050,308,099 $1,033,185,674 1.66% $903,865,244 75,152 Francesco Mancini 1940 6 Nutmeg State Financial Credit Union (2) 500 Enterprise Drive, Rocky Hill 06067 860-513-5000 • nutmegstatefcu.org $716,802,798 $690,165,623 3.86% $599,025,502 55,418 John D. Holt 1935 7 Dutch Point Credit Union 195 Silas Deane Highway, W 06109 860-563-2617 • dutchpoint.org $529,582,657 $493,498,303 7.31% $284,567,575 24,392 Charlyn Tanner 1960 8 Mutual Security Credit Union 1000 Bridgeport Ave., Shelton 06484 800-761-2400 • mscu.net $358,766,301 $353,816,344 1.4% $315,242,177 26,388 Hank Baum 1982 9 Waterbury Connecticut Teachers Federal Credit Union 773 Straits Turnpike, Middlebury 06762 800-992-2226 • wctfcu.com $350,964,379 $329,619,979 6.48% $238,174,653 22,102 Martin Misset 1934 10 CorePlus Federal Credit Union 202 Salem Turnpike, Norwich 06360 860-886-0576 • coreplus.org $347,579,782 $341,568,144 1.76% $256,354,932 30,972 Ray Currier 1936 11 Scient Federal Credit Union 60 Colver Ave., Groton 06340 860-445-1060 • scientfcu.org $325,117,955 $350,283,892 -7.18% $283,713,662 19,234 Chris A. Maynard 1983 12 360 Federal Credit Union 191 Ella Grasso Turnpike, Windsor Locks 06096 860-627-4200 • 360fcu.org $307,676,045 $304,497,823 1.04% $195,103,521 18,990 Duane Crisco 1952 13 General Electric Employees Federal Credit Union 265 Sub Way, Milford 06461 203-783-1103 • mygecreditunion.com $270,346,515 $267,627,283 1.02% $153,421,811 25,853 Christopher A. Moran 1940 14 Achieve Financial Credit Union 279 New Britain Road, Berlin 06037 860-828-2790 $183,924,819 $184,242,777 -0.17% $110,888,023 16,499 Andrew J. Klimkoski 1954 15 ederal Credit Union (3) 524 S. Main St., Middletown 06457 860-346-6614 g $174,329,284 $169,045,803 3.13% $113,400,081 11,761 Robyn Swanson (4) Betsy Sommers (4) 1935 16 Crosspoint Federal Credit Union (5) 105 Sanford St., Hamden 06514 203-288-1695 • crosspointfcu.org $157,836,415 $153,906,423 2.55% $68,329,348 10,260 Darlene White 1936 17 FD Community Federal Credit Union 601 Watertown Ave., Waterbury 06708 203-753-9201 • fdcommunityfcu.org $153,412,037 $145,538,238 5.41% $85,763,133 13,873 Michael D'Orlando 1934 18 Hartford Federal Credit Union 964 Asylum Ave., Hartford 06105 860-527-6663 • hartfordfcu.com $147,551,601 $146,638,897 0.62% $69,570,995 16,339 Edward P. Danek Jr. (6) 1961 19 United Business & Industry (UBI) Federal Credit Union 120 Woodford Ave., Plainville 06062 860-747-4152 • ubifcu.com $134,238,886 $130,280,550 3.04% $116,830,060 11,379 Edward Bohnwagner III 1951 20 Finex Credit Union 616 Burnside Ave., East Hartford 06108 860-282-0001 g $134,078,414 $142,504,409 -5.91% $95,811,341 16,582 Joseph Bartolotta (7) 1938 21 Sound Federal Credit Union 37 North Ave., Norwalk 06851 203-977-4701 • mysoundcu.org $120,021,937 $124,596,631 -3.67% $93,687,986 8,922 Megan Legault 1984 Source: National Credit Union Administration, www.ncua.gov. (1) Assets and loans and number of members are from Q3 (September) call reports. (2) On Dec. 1, 2025, merger with Hamden-based Crosspoint Federal Credit Union went into effect.; merged with Bristol-based First Bristol Federal Credit Union on June 1, 2024. Data reported on this list are for Nutmeg State Financial Credit Union. (3) On April 28, 2025, Seasons Federal Credit Union r edit Union. (4) Co-acting CEO. (5) On Dec. 1, 2025, merger with Rocky Hill's Nutmeg State Financial Credit Union went into effect; data is for Crosspoint Federal Credit Union. (6) Plans to retire in March 2026. (7) In July 2025, succeeded Michael Palladino, upon his retirement. -Compiled by Heide Martin, hmartin@nebusinessmedia.com 5 203-603-5700 • connexcu.org $1,033,185,674 1940 6 Nutmeg State Financial Credit Union (2) 500 Enterprise Drive, Rocky Hill 06067 860-513-5000 • nutmegstatefcu.org $716,802,798 $690,165,623 3.86% $599,025,502 55,418 John D. Holt 1935 7 Dutch Point Credit Union 195 Silas Deane Highway, W 06109 860-563-2617 • dutchpoint.org $529,582,657 $493,498,303 7.31% $284,567,575 24,392 Charlyn Tanner 1960 8 Mutual Security Credit Union 1000 Bridgeport Ave., Shelton 06484 800-761-2400 • mscu.net $358,766,301 $353,816,344 1.4% $315,242,177 26,388 Hank Baum 1982 9 Waterbury Connecticut Teachers Federal Credit Union 773 Straits Turnpike, Middlebury 06762 800-992-2226 • wctfcu.com $350,964,379 $329,619,979 6.48% $238,174,653 22,102 Martin Misset 1934 10 CorePlus Federal Credit Union 202 Salem Turnpike, Norwich 06360 860-886-0576 • coreplus.org $347,579,782 $341,568,144 1.76% $256,354,932 30,972 Ray Currier 1936 11 Scient Federal Credit Union 60 Colver Ave., Groton 06340 860-445-1060 • scientfcu.org $325,117,955 $350,283,892 -7.18% $283,713,662 19,234 Chris A. Maynard 1983 12 360 Federal Credit Union 191 Ella Grasso Turnpike, Windsor Locks 06096 860-627-4200 • 360fcu.org $307,676,045 $304,497,823 1.04% $195,103,521 18,990 Duane Crisco 1952 13 General Electric Employees Federal Credit Union 265 Sub Way, Milford 06461 203-783-1103 • mygecreditunion.com $270,346,515 $267,627,283 1.02% $153,421,811 25,853 Christopher A. Moran 1940 14 Achieve Financial Credit Union 279 New Britain Road, Berlin 06037 860-828-2790 $183,924,819 $184,242,777 -0.17% $110,888,023 16,499 Andrew J. Klimkoski 1954 15 ederal Credit Union (3) 524 S. Main St., Middletown 06457 860-346-6614 g $174,329,284 $169,045,803 3.13% $113,400,081 11,761 Robyn Swanson (4) Betsy Sommers (4) 1935 16 Crosspoint Federal Credit Union (5) 105 Sanford St., Hamden 06514 203-288-1695 • crosspointfcu.org $157,836,415 $153,906,423 2.55% $68,329,348 10,260 Darlene White 1936 17 FD Community Federal Credit Union 601 Watertown Ave., Waterbury 06708 203-753-9201 • fdcommunityfcu.org $153,412,037 $145,538,238 5.41% $85,763,133 13,873 Michael D'Orlando 1934 18 Hartford Federal Credit Union 964 Asylum Ave., Hartford 06105 860-527-6663 • hartfordfcu.com $147,551,601 $146,638,897 0.62% $69,570,995 16,339 Edward P. Danek Jr. (6) 1961 19 United Business & Industry (UBI) Federal Credit Union 120 Woodford Ave., Plainville 06062 860-747-4152 • ubifcu.com $134,238,886 $130,280,550 3.04% $116,830,060 11,379 Edward Bohnwagner III 1951 20 Finex Credit Union 616 Burnside Ave., East Hartford 06108 860-282-0001 g $134,078,414 $142,504,409 -5.91% $95,811,341 16,582 Joseph Bartolotta (7) 1938 21 Sound Federal Credit Union 37 North Ave., Norwalk 06851 203-977-4701 • mysoundcu.org $120,021,937 $124,596,631 -3.67% $93,687,986 8,922 Megan Legault 1984 Source: National Credit Union Administration, www.ncua.gov. (1) Assets and loans and number of members are from Q3 (September) call reports. (2) On Dec. 1, 2025, merger with Hamden-based Crosspoint Federal Credit Union went into effect.; merged with Bristol-based First Bristol Federal Credit Union on June 1, 2024. Data reported on this list are for Nutmeg State Financial Credit Union. (3) On April 28, 2025, Seasons Federal Credit Union r edit Union. (4) Co-acting CEO. (5) On Dec. 1, 2025, merger with Rocky Hill's Nutmeg State Financial Credit Union went into effect; data is for Crosspoint Federal Credit Union. (6) Plans to retire in March 2026. (7) In July 2025, succeeded Michael Palladino, upon his retirement. -Compiled by Heide Martin, hmartin@nebusinessmedia.com 203-603-5700 • connexcu.org 6 Nutmeg State Financial Credit Union (2) 500 Enterprise Drive, Rocky Hill 06067 860-513-5000 • nutmegstatefcu.org $716,802,798 $690,165,623 3.86% $599,025,502 55,418 John D. Holt 1935 7 Dutch Point Credit Union 195 Silas Deane Highway, W 06109 860-563-2617 • dutchpoint.org $529,582,657 $493,498,303 7.31% $284,567,575 24,392 Charlyn Tanner 1960 8 Mutual Security Credit Union 1000 Bridgeport Ave., Shelton 06484 800-761-2400 • mscu.net $358,766,301 $353,816,344 1.4% $315,242,177 26,388 Hank Baum 1982 9 Waterbury Connecticut Teachers Federal Credit Union 773 Straits Turnpike, Middlebury 06762 800-992-2226 • wctfcu.com $350,964,379 $329,619,979 6.48% $238,174,653 22,102 Martin Misset 1934 10 CorePlus Federal Credit Union 202 Salem Turnpike, Norwich 06360 860-886-0576 • coreplus.org $347,579,782 $341,568,144 1.76% $256,354,932 30,972 Ray Currier 1936 11 Scient Federal Credit Union 60 Colver Ave., Groton 06340 860-445-1060 • scientfcu.org $325,117,955 $350,283,892 -7.18% $283,713,662 19,234 Chris A. Maynard 1983 12 360 Federal Credit Union 191 Ella Grasso Turnpike, Windsor Locks 06096 860-627-4200 • 360fcu.org $307,676,045 $304,497,823 1.04% $195,103,521 18,990 Duane Crisco 1952 13 General Electric Employees Federal Credit Union 265 Sub Way, Milford 06461 203-783-1103 • mygecreditunion.com $270,346,515 $267,627,283 1.02% $153,421,811 25,853 Christopher A. Moran 1940 14 Achieve Financial Credit Union 279 New Britain Road, Berlin 06037 860-828-2790 $183,924,819 $184,242,777 -0.17% $110,888,023 16,499 Andrew J. Klimkoski 1954 15 ederal Credit Union (3) 524 S. Main St., Middletown 06457 860-346-6614 g $174,329,284 $169,045,803 3.13% $113,400,081 11,761 Robyn Swanson (4) Betsy Sommers (4) 1935 16 Crosspoint Federal Credit Union (5) 105 Sanford St., Hamden 06514 203-288-1695 • crosspointfcu.org $157,836,415 $153,906,423 2.55% $68,329,348 10,260 Darlene White 1936 17 FD Community Federal Credit Union 601 Watertown Ave., Waterbury 06708 203-753-9201 • fdcommunityfcu.org $153,412,037 $145,538,238 5.41% $85,763,133 13,873 Michael D'Orlando 1934 18 Hartford Federal Credit Union 964 Asylum Ave., Hartford 06105 860-527-6663 • hartfordfcu.com $147,551,601 $146,638,897 0.62% $69,570,995 16,339 Edward P. Danek Jr. (6) 1961 19 United Business & Industry (UBI) Federal Credit Union 120 Woodford Ave., Plainville 06062 860-747-4152 • ubifcu.com $134,238,886 $130,280,550 3.04% $116,830,060 11,379 Edward Bohnwagner III 1951 20 Finex Credit Union 616 Burnside Ave., East Hartford 06108 860-282-0001 g $134,078,414 $142,504,409 -5.91% $95,811,341 16,582 Joseph Bartolotta (7) 1938 21 Sound Federal Credit Union 37 North Ave., Norwalk 06851 203-977-4701 • mysoundcu.org $120,021,937 $124,596,631 -3.67% $93,687,986 8,922 Megan Legault 1984 Source: National Credit Union Administration, www.ncua.gov. (1) Assets and loans and number of members are from Q3 (September) call reports. (2) On Dec. 1, 2025, merger with Hamden-based Crosspoint Federal Credit Union went into effect.; merged with Bristol-based First Bristol Federal Credit Union on June 1, 2024. Data reported on this list are for Nutmeg State Financial Credit Union. (3) On April 28, 2025, Seasons Federal Credit Union r edit Union. (4) Co-acting CEO. (5) On Dec. 1, 2025, merger with Rocky Hill's Nutmeg State Financial Credit Union went into effect; data is for Crosspoint Federal Credit Union. (6) Plans to retire in March 2026. (7) In July 2025, succeeded Michael Palladino, upon his retirement. -Compiled by Heide Martin, hmartin@nebusinessmedia.com Priv Ranked by assets under management, then statewide employees ((11)) Firm Assets under management/ AUM date Conn.-based employees/ companywide Description Top executive(s)/ year founded 1 Stone Point Capital LLC 20 Horseneck Lane, Greenwich 06830 203-862-2900 • stonepoint.com $60 Billion (2) June 30, 2025 128 (3) 205 (4) elated sectors; investments in alternative asset classes, including private equity thr rident Funds and credit through commingled funds and separately managed accounts (5) Charles A. Davis CEO 2005 2 L Catterton 599 West Putnam Ave., Greenwich 06830 203-629-4901 • lcatterton.com $38 Billion Nov. 3, 2025 200 350 Management of equity capital across platforms in private equity, credit and real estate; funds invested in consumer businesses with more than 300 investments in iconic consumer brands since 1989 J. Michael Chu Executive chairman Scott A. Dahnke Global Co-CEO 1989 3 CF Private Equity 15 Old Danbury Road, Wilton 06897 888-823-6246 • cfprivateequity.com $9.4 Billion June 30, 2025 130 180 Investment programs for global private equity including buyouts and growth equity, venture capital, real assets and sustainability and secondaries; help pension funds, endowments, foundations, family of private investments Mark Hoeing President & CEO 1988 4 Great Point Partners 165 Mason St., 3rd Floor, Greenwich 06830 203-971-3300 • gppfunds.com $2 Billion Oct. 31, 2025 31 33 Healthcare private equity fund and biotech hedge fund investment Jeffrey R. Jay Founder & managing partner 2003 5 Ironwood Capital 45 Nod Road, Avon 06001 860-409-2100 • ironwoodcap.com $903 Million Dec. 31, 2024 12 19 Provides non-control junior capital to middle market companies; invest subordinated debt and minority equity to support growth ecapitalizations, generational transitions and buyouts; more than $1 billion invested in 100+ companies since 2001 Carolyn Galiette Chairman & partner 1991 6 Charter Oak Equity 274 Riverside Ave., 2nd Floor, Westport 06880 203-221-4752 • charteroak-equity.com $250 Million Nov. 4, 2025 4 4 Investments in niche manufacturing, packaging, medical products & services, specialty chemicals, consumer pr services for companies up to $150 million in enterprise value; more than $500 million in control-oriented capital invested in 30 portfolio companies through over 50 acquisitions Paul Roughan Managing partner 1992 7 CapZone Impact Investments LLC 50 Washington St., Norwalk 06854 203-547-1463 • capzoneimpactinvestments.com $205 Million May 12, 2025 5 22 such as infrastructure, workforce development, housing and defense readiness Al Puchala CEO 2018 8 Case Study Capital Partners 1 Park Ave., Old Greenwich 06870 917-749-3404 • casestudycapital.com $100 Million Sept. 30, 2025 3 N/A -owned businesses; acquire, build and enhance closely held businesses into enduring, high-performing companies Matthew Allard Founder & managing partner Jeffrey Cordover Founding partner Charles Hill Vice president, Founding Team 2025 9 Alvarez & Marsal Capital 1 Pickwick Plaza, 3rd Floor, Greenwich 06830 203-742-5880 • a-mcapital.com $6.4 Million Sept. 30, 2025 48 82 Middle-market private equity investing with operational expertise, industry knowledge and global corporate relationships; strategic Michael Odrich Jack McCarthy Managing partners & founders 2011 Sour ess releases. Note: Stamford's HealthCare Royalty Partners was acquired by New York-based KKR in July 2025. Darien's Portfolio Advisors was acquired by Philadelphia-based FS Investments in 2023; the combined $86 ebranded to Future Standard and is headquartered in Philadelphia, Penn. N/A = Not available. (1) Firms that responded to HBJ's 2025 survey are included on the list. (2) For Stone Point Capital; $70 billion including Stone Point Credit. (3) Stone Point Capital employees dedicated to private equity platform. (4) Stone Point Capital and Stone Point Credit. (5) oviding -Compiled by Stephanie R. Meagher, research@nebusinessmedia.com Priv Ranked by assets under management, then statewide employees ((11)) Firm Assets under management/ AUM date Conn.-based employees/ companywide Description Top executive(s)/ year founded 1 Stone Point Capital LLC 20 Horseneck Lane, Greenwich 06830 203-862-2900 • stonepoint.com $60 Billion (2) June 30, 2025 128 (3) 205 (4) elated sectors; investments in alternative asset classes, including private equity thr rident Funds and credit through commingled funds and separately managed accounts (5) Charles A. Davis CEO 2005 2 L Catterton 599 West Putnam Ave., Greenwich 06830 203-629-4901 • lcatterton.com $38 Billion Nov. 3, 2025 200 350 Management of equity capital across platforms in private equity, credit and real estate; funds invested in consumer businesses with more than 300 investments in iconic consumer brands since 1989 J. Michael Chu Executive chairman Scott A. Dahnke Global Co-CEO 1989 3 CF Private Equity 15 Old Danbury Road, Wilton 06897 888-823-6246 • cfprivateequity.com $9.4 Billion June 30, 2025 130 180 Investment programs for global private equity including buyouts and growth equity, venture capital, real assets and sustainability and secondaries; help pension funds, endowments, foundations, family of private investments Mark Hoeing President & CEO 1988 4 Great Point Partners 165 Mason St., 3rd Floor, Greenwich 06830 203-971-3300 • gppfunds.com $2 Billion Oct. 31, 2025 31 33 Healthcare private equity fund and biotech hedge fund investment Jeffrey R. Jay Founder & managing partner 2003 5 Ironwood Capital 45 Nod Road, Avon 06001 860-409-2100 • ironwoodcap.com $903 Million Dec. 31, 2024 12 19 Provides non-control junior capital to middle market companies; invest subordinated debt and minority equity to support growth ecapitalizations, generational transitions and buyouts; more than $1 billion invested in 100+ companies since 2001 Carolyn Galiette Chairman & partner 1991 6 Charter Oak Equity 274 Riverside Ave., 2nd Floor, Westport 06880 203-221-4752 • charteroak-equity.com $250 Million Nov. 4, 2025 4 4 Investments in niche manufacturing, packaging, medical products & services, specialty chemicals, consumer pr services for companies up to $150 million in enterprise value; more than $500 million in control-oriented capital invested in 30 portfolio companies through over 50 acquisitions Paul Roughan Managing partner 1992 7 CapZone Impact Investments LLC 50 Washington St., Norwalk 06854 203-547-1463 • capzoneimpactinvestments.com $205 Million May 12, 2025 5 22 such as infrastructure, workforce development, housing and defense readiness Al Puchala CEO 2018 8 Case Study Capital Partners 1 Park Ave., Old Greenwich 06870 917-749-3404 • casestudycapital.com $100 Million Sept. 30, 2025 3 N/A -owned businesses; acquire, build and enhance closely held businesses into enduring, high-performing companies Matthew Allard Founder & managing partner Jeffrey Cordover Founding partner Charles Hill Vice president, Founding Team 2025 9 Alvarez & Marsal Capital 1 Pickwick Plaza, 3rd Floor, Greenwich 06830 203-742-5880 • a-mcapital.com $6.4 Million Sept. 30, 2025 48 82 Middle-market private equity investing with operational expertise, industry knowledge and global corporate relationships; strategic Michael Odrich Jack McCarthy Managing partners & founders 2011 Sour ess releases. Note: Stamford's HealthCare Royalty Partners was acquired by New York-based KKR in July 2025. Darien's Portfolio Advisors was acquired by Philadelphia-based FS Investments in 2023; the combined $86 ebranded to Future Standard and is headquartered in Philadelphia, Penn. N/A = Not available. (1) Firms that responded to HBJ's 2025 survey are included on the list. (2) For Stone Point Capital; $70 billion including Stone Point Credit. (3) Stone Point Capital employees dedicated to private equity platform. (4) Stone Point Capital and Stone Point Credit. (5) oviding -Compiled by Stephanie R. Meagher, research@nebusinessmedia.com