CENTEROAK ADVISER, L.P.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 175156
- Registered since
- March 11, 2015
- Website
- centeroakpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Centeroak Adviser, L.P. is organized as a limited partnership and operates as a private equity fund adviser focused on institutional clients. The firm is registered with the SEC (since 2015) and provides portfolio management for pooled investment vehicles, routinely acting as sponsor, general partner and managing member of those vehicles. Its business model combines traditional management fees with performance-based compensation, reflecting a carry-style alignment typical of private equity managers. Investment activity centers on private equity strategies paired with targeted allocations to commodity exposures and oil & gas investments. Centeroak Adviser, L.P. does not position itself as an active ESG investor. Given its role as sponsor and GP, the firm emphasizes control and partnership-oriented investments through pooled structures and participates in both internally managed funds and third-party fund relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1RANDALL FOJTASEK
Chief Executive Officer & Co-Managing PartnerCRD 5999882
Contacts
3 of 3GILBERT SUTHERLAND
Managing PartnerCRD 2923799
MICHAEL SALIM
Partner, General CounselCRD 5999887
WILLIAM HENRY
PartnerCRD 6453503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 100 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
SOLE SOURCE CAPITAL LLC
RIADALLAS, TX
BALEFIRE, LLC
RIADALLAS, TX
GUIDESTONE ADVISORS
RIADALLAS, TX
NEXPOINT REAL ESTATE ADVISORS VII, L.P.
RIADALLAS, TX
8 KNOTS MANAGEMENT, LLC
RIADALLAS, TX
CRESTA FUND MANAGEMENT LLC
RIADALLAS, TX