CENTER CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2024
Total AUM
$415M
Discretionary
$415M
100% of AUM
Avg account
$59.3M
Accounts
7
Employees
9
Advisory reps
2

Firm details

Headquarters
Beverly Hills, California
CRD number
315464
Registered since
July 17, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Center Capital Partners LLC is a privately organized limited liability company that manages pooled real estate investment vehicles for institutional clients. The firm registered with the SEC in 2024 and is classified as a real estate fund manager. Its stated advisory activity is portfolio management for pooled investment vehicles, and it also functions as sponsor, general partner and managing member of those vehicles. Compensation combines a percentage-of-assets fee with performance-based fees. Center Capital Partners does not identify as an ESG-focused investor, is not a multi-state adviser for regulatory purposes, and is not positioned as a pension consultant or capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • JORDAN MOELIS

    Managing Partner, Portfolio ManagerCRD 5549005

  • Alexander Valner

    Managing PartnerCRD 7404097

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

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9355 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth