Centerstar Asset Management, LLC

RIASEC Registered

Total AUM

$139M

Discretionary

$139M

100% of AUM

Avg account

$46.2M

Accounts

3

Employees

8

Advisory reps

2

Firm details

Headquarters: Chicago, Illinois
CRD number: 289928
Registered since: September 29, 2017
Website: centerstaram.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Centerstar Asset Management, LLC is a hedge fund manager organized as an LLC that provides portfolio management for pooled investment vehicles and operates in CPO/CTA capacities. The firm is registered with the SEC (registered in 2017) and serves an institutional client base. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. The firm lists a broker-dealer affiliation, reports no active ESG investing program, and identifies ownership as a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Brian Corby
Chief Operating OfficerCRD 5688289
Michelin Sloneker
COO & CFOCRD 6851628

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 11

Active vs passive

$5.6M in ETFs

Passive

92%

$5.1M

Active

8%

$470K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
UNITED STATES OIL FUND LP (USO)		Passive	Commodities Focused	$1.2M	8,370	21.79%

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Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: Cook
Address: 300 S Riverside Plz
Time zone: CT (UTC-6)
Office locations

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