Centeroak Adviser, L.P. (Dallas)
Centeroak Adviser, L.P. is a large advisory firm based in Dallas. It manages $534.33 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.
Centeroak Adviser provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Centeroak Adviser: assets under management
The assets under management (AUM) of Centeroak Adviser, L.P. is $534.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 221% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Centeroak Adviser, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Centeroak Adviser serves?
The only and largest group of clients of Centeroak Adviser is pooled investment vehicles with 1 clients and $534.33 million of assets under management. Among the 8 most similar advisory firms, Centeroak Adviser has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $534.33 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Centeroak Adviser also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
Careers at Centeroak Adviser, L.P.
The company employs 16 people that are either part- or full-time employees. 94 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Dallas
The principal office where Centeroak Adviser, L.P. performs its advisory services is located at 100 Crescent Court, Suite 1700, Dallas, TX 75201 7862, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214.301.4201 or by fax 214.756.6505. The normal business hours are 8:30 am - 5:30 pm central time on Monday - Friday. You can find more information about the New York firm at centeroakpartners.com.
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