CENTERFIN CAPITAL

Overview

Centerfin Capital is a small, SEC‑registered advisory corporation that began registration in 2020 and is owned by an individual. The firm provides portfolio management for individuals and small businesses and bills on a percentage‑of‑AUM basis. Its client base is primarily individual and family investors, and its advisory work is conducted on a discretionary basis. The adviser does not characterize itself as an active ESG investor, does not operate as a multistate adviser, and does not serve as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives