CENTEROAK ADVISER, L.P.

RIASEC RegisteredEst. 2015
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$395M
Accounts
5
Employees
20
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
175156
Registered since
March 11, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Centeroak Adviser, L.P. is organized as a limited partnership and operates as a private equity fund adviser focused on institutional clients. The firm is registered with the SEC (since 2015) and provides portfolio management for pooled investment vehicles, routinely acting as sponsor, general partner and managing member of those vehicles. Its business model combines traditional management fees with performance-based compensation, reflecting a carry-style alignment typical of private equity managers. Investment activity centers on private equity strategies paired with targeted allocations to commodity exposures and oil & gas investments. Centeroak Adviser, L.P. does not position itself as an active ESG investor. Given its role as sponsor and GP, the firm emphasizes control and partnership-oriented investments through pooled structures and participates in both internally managed funds and third-party fund relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • RANDALL FOJTASEK

    Chief Executive Officer & Co-Managing PartnerCRD 5999882

Contacts

3 of 3
  • GILBERT SUTHERLAND

    Managing PartnerCRD 2923799

  • MICHAEL SALIM

    Partner, General CounselCRD 5999887

  • WILLIAM HENRY

    PartnerCRD 6453503

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth