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 a limited partnership that operates as a hedge fund advisor to institutional clients. Registered with the SEC in 2021, the firm charges a combination of asset-based and performance fees and is identified as a CPO/CTA in its business activities. Its advisory work includes portfolio management for investment companies and pooled investment vehicles, and regulatory filings list roles as sponsor, general partner, or managing member of pooled vehicles. Centerbook does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

3 of 3
  • CARRIE BREEN

    Chief Compliance Officer & CounselCRD 7141715

  • DAVID STEMERMAN

    CIO & CEOCRD 6026973

  • MARK MENNITT

    Chief Operating Officer & Chief Financial OfficerCRD 2441453

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

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