Centerbook Partners LP

RIASEC Registered
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$323M
Accounts
9
Employees
21
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
312387
Registered since
October 7, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles91%
  • Investment Companies9%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Centerbook Partners LP operates as a limited partnership organized as a hedge fund and is registered with the SEC (registered in 2021). The firm caters to institutional clients and serves both as an adviser to pooled investment vehicles and to investment companies. It is structured to act as a CPO/CTA and is also listed as a sponsor, general partner, and managing member of pooled investment vehicles, indicating direct operating control over its private funds. Ownership is a mix of a domestic entity and an individual. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
55 Railroad Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth