Centricus Investment Advisors (US) LLC

RIASEC Registered
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$511M
Accounts
2
Employees
20
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
341654
Registered since
June 1, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Centricus Investment Advisors (US) LLC is a limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (registration posted in 2026) and serves institutional clients, with advisory emphasis on managing pooled investment vehicles. Its fee arrangements include both a percentage-of-assets-under-management component and performance-based fees. Centricus reports industry roles beyond advisory work, acting as adviser, sponsor, general partner and managing member of pooled vehicles rather than functioning as a standalone capital allocator. The firm does not identify as an active ESG investor.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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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

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth