Centerbook Partners LP

RIASEC RegisteredEst. 2021
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 is structured as a limited partnership and operates as a hedge fund focused on institutional clients. The adviser registered with the SEC in 2021 and conducts commodity pool/operator (CPO/CTA) activity while also providing portfolio management for investment companies and pooled investment vehicles. The firm charges a mix of asset-based fees and performance-related fees and functions as a sponsor/GP and manager of pooled vehicles rather than as a capital allocator or pension consultant. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Carrie Breen

    Chief Compliance Officer & CounselCRD 7141715

  • David Stemerman

    David Stemerman

    CIO & CEOCRD 6026973

  • Mark Mennitt

    Mark Mennitt

    Chief Operating Officer & Chief Financial OfficerCRD 2441453

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

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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