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 an SEC-registered investment manager organized as a limited liability company and operating as a hedge fund manager. The firm serves an institutional client base and is structured to manage pooled investment vehicles, charging a combination of an asset-based fee and performance fees. Regulatory filings list Centerstar as operating in CPO/CTA capacity and providing portfolio management for pooled vehicles, and the firm has an industry affiliation with a broker-dealer. Centerstar does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Michelin Sloneker

    COO & CFOCRD 6851628

  • Brian Corby

    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 4

Active vs passive

$80.4M in ETFs

Passive

100%

$80.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$64.1M85,73479.66%

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