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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

CENTERGATE CAPITAL

CENTERGATE CAPITAL, L.P., CRD 281685

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96440293-3765-3d3f-ba97-aa8332b104cf

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 3
Observed: Mar 27, 2017 to Mar 30, 2026
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Centergate Capital

Private equity manager · cited, shared crd

Independent Sponsorsidentity

Centergate Capital

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

Centergate Capital

Manager with allocator commitments · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $828MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $828M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 29
Advisory employees: 19
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
Private funds: 5Schedule D 7.B(1)
SEC number: 801-110277
CRD: 281685
Filings on the tape: 17
First filed: Mar 27, 2017
Latest filed: Mar 30, 2026
Organised: Limited Partnership, DE
Website: centergatecapital.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CENTERGATE CAPITAL PARTNERS I, L.P.	Private Equity Fund	$311M	Jun 14, 2024	52	Feb 10, 2016	reported	021-252943
CENTERGATE CAPITAL PARTNERS II, L.P.	Private Equity Fund	$59.5M	Jun 14, 2024	36	Mar 28, 2024	reported	021-452443
CENTERGATE CAPITAL PARTNERS II-A, L.P.	Private Equity Fund	$20.0M	Jun 14, 2024	16	Mar 28, 2024	reported	021-452444
CENTERGATE CO-INVEST I, L.P.	Private Equity Fund	$4.3M	Jun 14, 2024	21	Mar 27, 2017	reported	021-275287
CENTERGATE CAPITAL A, LLC	Private Equity Fund	$1.5M	Feb 10, 2016	4	Feb 10, 2016	dropped	n/a
CENTERGATE CAPITAL PARTNERS SHIFT CO-INVEST, L.P.	Private Equity Fund	$0	Jun 14, 2024	4	Mar 28, 2024	reported	021-505508

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CENTERGATE CAPITAL GP, LLC	GENERAL PARTNER	Na	yes	08/2014	Mar 27, 2017	Jun 14, 2024
HOLUP, JILL, ANN	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER	Na	yes	05/2020	May 20, 2020	Jun 14, 2024
KOSCH, TIFFANY, FAIRCLOTH	MANAGER AND MEMBER	D	yes	09/2014	Mar 27, 2017	Jun 14, 2024
KOSCH, TIFFANY, FAIRCLOTH	MANAGING PARTNER	D	yes	09/2014	Mar 27, 2017	Jun 14, 2024
SCHOENWETTER, LEWIS, JAMES	MANAGER AND MEMBER	C	yes	04/2015	Mar 27, 2017	Jun 14, 2024
SCHOENWETTER, LEWIS, JAMES	MANAGING PARTNER	C	yes	04/2015	Mar 27, 2017	Jun 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CENTERGATE PARTNERS I GP, L.P.	n/a	n/a	n/a	N	yes	n/a
CENTERGATE PARTNERS I GP, LLC	n/a	n/a	n/a	N	yes	n/a
CENTERGATE PARTNERS II GP, L.P.	n/a	n/a	n/a	N	yes	n/a
CENTERGATE PARTNERS II UGP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$828M	$828M	29	19	5	n/a
2024	Mar 28, 2025	$842M	$842M	25	16	5	n/a
2023	Mar 28, 2024	$864M	$864M	23	15	5	$394M
2022	Mar 30, 2023	$413M	$413M	22	16	2	$291M
2021	Mar 28, 2022	$393M	$393M	16	11	2	$193M
2020	Mar 26, 2021	$408M	$408M	16	11	2	$175M
2019	Mar 27, 2020	$365M	$365M	15	10	2	$114M
2018	Mar 27, 2019	$364M	$364M	13	9	2	$83.2M
2017	Mar 29, 2018	$400M	$400M	12	8	2	$400M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$828M	$842M	-1.6%	$413M	26.1%	29	25	0	0

Relationships

Advises (6)

→ CENTERGATE CO-INVEST I, L.P.Private fundPrivate Equity Fund, IA
Mar 27, 2017 to presentfactForm ADV
→ CENTERGATE CAPITAL PARTNERS II, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ CENTERGATE CAPITAL PARTNERS SHIFT CO-INVEST, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ CENTERGATE CAPITAL PARTNERS II-A, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ CENTERGATE CAPITAL PARTNERS I, L.P.Private fundPrivate Equity Fund, IA
Feb 10, 2016 to presentfactForm ADV
→ CENTERGATE CAPITAL A, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Feb 10, 2016 to Feb 10, 2016factForm ADV

Controls (4)

← SCHOENWETTER, LEWIS, JAMESOwnerMANAGER AND MEMBER, ownership code C, individual
Mar 27, 2017 to Jun 14, 2024factForm ADV
← HOLUP, JILL, ANNOwnerCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
May 20, 2020 to Jun 14, 2024factForm ADV
← KOSCH, TIFFANY, FAIRCLOTHOwnerMANAGER AND MEMBER, ownership code D, individual
Mar 27, 2017 to Jun 14, 2024factForm ADV
← CENTERGATE CAPITAL GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 27, 2017 to Jun 14, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
Centergate Capital reported RAUM $864.4M, up 109% from $413.4M (2023-03-30 to 2024-03-28)
Form ADVobserved 6 days ago
$451M
Occurred
May 20, 2020
Control person joined
Ann Jill Holup (Chief Compliance Officer, Chief Operating Officer And Chief Financial Officer) appeared on Schedule A of Centergate Capital
Form ADVobserved 6 days ago
Occurred
Mar 27, 2017
First Form ADV filing
Center Gate Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96440293-3765-3d3f-ba97-aa8332b104cf
First observed: Mar 27, 2017
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CENTERGATE CAPITAL

CENTERGATE CAPITAL, L.P., CRD 281685

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96440293-3765-3d3f-ba97-aa8332b104cf

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CENTERGATE CAPITAL PARTNERS I, L.P.

Private Equity Fund

$311M

Jun 14, 2024

Feb 10, 2016

reported

021-252943

CENTERGATE CAPITAL PARTNERS II, L.P.

Private Equity Fund

$59.5M

Jun 14, 2024

Mar 28, 2024

reported

021-452443

CENTERGATE CAPITAL PARTNERS II-A, L.P.

Private Equity Fund

$20.0M

Jun 14, 2024

Mar 28, 2024

reported

021-452444

CENTERGATE CO-INVEST I, L.P.

Private Equity Fund

$4.3M

Jun 14, 2024

Mar 27, 2017

reported

021-275287

CENTERGATE CAPITAL A, LLC

Private Equity Fund

$1.5M

Feb 10, 2016

dropped

n/a

CENTERGATE CAPITAL PARTNERS SHIFT CO-INVEST, L.P.

Private Equity Fund

Jun 14, 2024

Mar 28, 2024

reported

021-505508

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CENTERGATE CAPITAL GP, LLC

GENERAL PARTNER

yes

08/2014

Mar 27, 2017

Jun 14, 2024

HOLUP, JILL, ANN

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER

yes

05/2020

May 20, 2020

Jun 14, 2024

KOSCH, TIFFANY, FAIRCLOTH

MANAGER AND MEMBER

yes

09/2014

Mar 27, 2017

Jun 14, 2024

KOSCH, TIFFANY, FAIRCLOTH

MANAGING PARTNER

yes

09/2014

Mar 27, 2017

Jun 14, 2024

SCHOENWETTER, LEWIS, JAMES

MANAGER AND MEMBER

yes

04/2015

Mar 27, 2017

Jun 14, 2024

SCHOENWETTER, LEWIS, JAMES

MANAGING PARTNER

yes

04/2015

Mar 27, 2017

Jun 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CENTERGATE PARTNERS I GP, L.P.

n/a

yes

n/a

CENTERGATE PARTNERS I GP, LLC

n/a

yes

n/a

CENTERGATE PARTNERS II GP, L.P.

n/a

yes

n/a

CENTERGATE PARTNERS II UGP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$828M

n/a

2024

Mar 28, 2025

$842M

n/a

2023

Mar 28, 2024

$864M

$394M

2022

Mar 30, 2023

$413M

$291M

2021

Mar 28, 2022

$393M

$193M

2020

Mar 26, 2021

$408M

$175M

2019

Mar 27, 2020

$365M

$114M

2018

Mar 27, 2019

$364M

$83.2M

2017

Mar 29, 2018

$400M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$828M

$842M

-1.6%

$413M

26.1%