CENTERSTAR ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$46.2M
Accounts
3
Employees
8
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
289928
Registered since
September 29, 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

Centerstar Asset Management, LLC is a hedge-fund–style investment manager organized as a limited liability company and registered with the SEC in 2017. The firm serves institutional clients and functions as a commodity pool operator or commodity trading advisor while providing portfolio management for pooled investment vehicles. Its fee arrangements combine a percentage-of-AUM charge with performance-based fees. Centerstar is not identified as an active ESG investor, and it does not report multi-state adviser status or pension-consulting activity. The ownership is listed as a mix of a domestic entity and an individual, and the firm has an industry affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MICHELIN SLONEKER

    COO & CFOCRD 6851628

  • BRIAN CORBY

    Chief Operating OfficerCRD 5688289

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$37.2M in ETFs

Passive

100%

$37.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$17.9M31,10048.29%

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
300 S Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth