CENTERGATE CAPITAL

RIASEC RegisteredEst. 2017
Total AUM
$828M
Discretionary
$828M
100% of AUM
Avg account
$166M
Accounts
5
Employees
29
Advisory reps
3

Firm details

Headquarters
WEST LAKE HILLS, Texas
CRD number
281685
Registered since
April 3, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Centergate Capital is a limited partnership that operates as a private equity manager for pooled investment vehicles. The firm acts as sponsor and general partner on closed-end/private fund structures, delivering portfolio management for institutional investors. Its business model combines a base management fee calculated as a percentage of assets under management with performance-based fees (carry), which aligns compensation with realized returns on private equity investments. The organization focuses on private equity and private placements as its primary investment activity rather than liquid public-market strategies. It is not positioned as an active ESG investor and is organized as a domestic single-state adviser. Founded and SEC-registered in 2017, Centergate Capital serves a purely institutional client base and concentrates its advisory activities on managing pooled investment vehicles rather than separate account portfolio management.

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

Contacts

3 of 3
  • TIFFANY KOSCH

    Managing PartnerCRD 6109900

  • JILL HOLUP

    Managing DirectorCRD 2578070

  • LEWIS SCHOENWETTER

    Managing PartnerCRD 2245898

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

FINTRX

Location

Primary office

WEST LAKE HILLS, TX

TRAVIS

Location

WEST LAKE HILLS, TX

Headquartered in WEST LAKE HILLS, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
900 S Capital of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth