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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CENTARA CAPITAL MANAGEMENT GROUP, INC.

CRD 114880

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:cdb7c728-3f95-8561-9ac2-ce7e59460098

Data as of May 22, 2014 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 0
On other graphs: 1
Observed: Dec 5, 2011 to May 22, 2014
22 observations

Across DFX

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

Real Estate Fundsidentity

Centara Capital Management Group, Inc.

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $7.9MItem 5.F on the latest filing (2014-05-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.9M
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: 4
Advisory employees: 1
Accounts: 8
SEC number: 801-63752
CRD: 114880
Filings on the tape: 22
First filed: Dec 5, 2011
Latest filed: May 22, 2014
Organised: Corporation, California

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
CENTARA ALTERNATIVE INVESTMENTS, LP - CLASS Z	Other Private Fund	$6.4M	Dec 20, 2013	1	Mar 27, 2012	reported	n/a
CONDOR FUND OF FUND LTD	Hedge Fund	$6.4M	Dec 20, 2013	1	Nov 2, 2012	reported	n/a
ELLIS OPPORTUNITY FUND, LP	Other Private Fund	$4.1M	Dec 20, 2013	17	Mar 27, 2012	reported	n/a
EQUITYKEY REAL ESTATE INVESTMENTS, LP	Real Estate Fund	$3.1M	Dec 20, 2013	51	Mar 27, 2012	reported	n/a
CENTARA ALTERNATIVE INVESTMENTS, LP - CLASS I	Hedge Fund	$1.4M	Dec 20, 2013	4	Mar 27, 2012	reported	n/a
EQUITYKEY INVESTMENTS, LP	Real Estate Fund	$1.2M	Dec 11, 2012	22	Mar 27, 2012	dropped	n/a
CENTARA KUMA FUND, LP	Hedge Fund	$238,267	Jun 29, 2012	1	Mar 27, 2012	dropped	n/a

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
CENTARA CAPITAL GROUP, INC.	HOLDING COMPANY	E	yes	05/2006	Dec 5, 2011	May 22, 2014
LOMBARDI, EDUARDO, LUIS	SHAREHOLDER/MANAGING DIRECTOR	C	yes	01/2006	Dec 5, 2011	May 22, 2014
MYRON, DEREK, CLIFFORD	SHAREHOLDER/MANAGING DIRECTOR	C	yes	01/2006	Dec 5, 2011	May 22, 2014
MYRON, DEREK, CLIFFORD	MANAGING DIRECTOR	Na	yes	04/2001	Dec 5, 2011	May 22, 2014
NASH, JEFFREY, TYLER	SHAREHOLDER/MANAGING DIRECTOR	C	yes	11/2010	Dec 5, 2011	May 22, 2014
SCHWARTZ, SETH, HOWARD	CHIEF COMPLIANCE OFFICER	Na	yes	02/2014	Feb 27, 2014	May 22, 2014

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
CENTARA ALTERNATIVE ADVISERS, LLC	n/a	n/a	n/a	Y	yes	n/a
CENTARA CAPITAL CONSULTING, INC.	n/a	n/a	n/a	Y	yes	n/a
THREE ONE CAPITAL, LLC	n/a	n/a	n/a	Y	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	Offices	Private funds	Fund GAV
2013	Mar 6, 2014	$7.9M	$7.9M	4	1	n/a	n/a	n/a
2012	Mar 26, 2013	$98.9M	$98.9M	18	7	n/a	5	$20.8M
2011	Mar 27, 2012	$80.6M	$80.6M	n/a	n/a	n/a	6	$13.6M

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
2013	$7.9M	$98.9M	-92.1%	n/a	n/a	4	18	n/a	n/a

Relationships

Controls (5)

← SCHWARTZ, SETH, HOWARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 27, 2014 to presentfactForm ADV
← MYRON, DEREK, CLIFFORDOwnerSHAREHOLDER/MANAGING DIRECTOR, ownership code C, individual
Dec 5, 2011 to presentfactForm ADV
← LOMBARDI, EDUARDO, LUISOwnerSHAREHOLDER/MANAGING DIRECTOR, ownership code C, individual
Dec 5, 2011 to presentfactForm ADV
← NASH, JEFFREY, TYLEROwnerSHAREHOLDER/MANAGING DIRECTOR, ownership code C, individual
Dec 5, 2011 to presentfactForm ADV
← CENTARA CAPITAL GROUP, INC.OwnerHOLDING COMPANY, ownership code E, domestic entity
Dec 5, 2011 to presentfactForm ADV

Advises (7)

→ ELLIS OPPORTUNITY FUND, LPPrivate fundOther Private Fund, IA
Mar 27, 2012 to presentfactForm ADV
→ EQUITYKEY REAL ESTATE INVESTMENTS, LPPrivate fundReal Estate Fund, IA
Mar 27, 2012 to presentfactForm ADV
→ CENTARA ALTERNATIVE INVESTMENTS, LP - CLASS IPrivate fundHedge Fund, IA
Mar 27, 2012 to presentfactForm ADV
→ CENTARA ALTERNATIVE INVESTMENTS, LP - CLASS ZPrivate fundOther Private Fund, IA
Mar 27, 2012 to presentfactForm ADV
→ CONDOR FUND OF FUND LTDPrivate fundHedge Fund, IA
Nov 2, 2012 to presentfactForm ADV
→ EQUITYKEY INVESTMENTS, LPPrivate fundReal Estate Fund, IA, no longer reported
Mar 27, 2012 to Dec 11, 2012factForm ADV
→ CENTARA KUMA FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 27, 2012 to Jun 29, 2012factForm ADV

Registered with (19)

← SETH HOWARD SCHWARTZAdvisorregistration: previous registration
Feb 17, 2014 to Jun 30, 2014factForm ADV
← DEREK CLIFFORD MYRONAdvisorregistration: previous registration
Jul 11, 2002 to Jun 30, 2014factForm ADV
← PETER GORDON SASAKIAdvisorregistration: previous registration
Sep 19, 2012 to Dec 9, 2013factForm ADV
← MARK STEVEN DOSSAAdvisorregistration: previous registration
Jul 11, 2002 to Dec 2, 2013factForm ADV
← Blake Frederick FeindelAdvisorregistration: previous registration
Apr 8, 2009 to Dec 2, 2013factForm ADV
← DUSTIN S TENBROECKAdvisorregistration: previous registration
Apr 30, 2008 to Jun 19, 2012factForm ADV
← MATTHEW D. POOLEAdvisorregistration: previous registration
Mar 23, 2009 to Jun 19, 2012factForm ADV
← JOHN MICHAEL SHELTONAdvisorregistration: previous registration
Jun 13, 2005 to Sep 8, 2010factForm ADV
← IAIN PATRICK REILLYAdvisorregistration: previous registration
Oct 24, 2005 to Apr 22, 2010factForm ADV
← BRAD ALLAN HERMANAdvisorregistration: previous registration
Oct 31, 2007 to Mar 3, 2009factForm ADV
← MATTHEW JAMES HORSLEYAdvisorregistration: previous registration
Jul 11, 2002 to Nov 18, 2008factForm ADV
← DANIEL RICHARD LIPPOLDAdvisorregistration: previous registration
Sep 1, 2006 to Oct 22, 2008factForm ADV
← STEPHEN MARK SOLOMONAdvisorregistration: previous registration
Dec 19, 2006 to May 2, 2008factForm ADV
← JOSEPH DENNIS ANDERSONAdvisorregistration: previous registration
Nov 22, 2005 to Jan 11, 2008factForm ADV
← JON CHRISTOPHER VINGEAdvisorregistration: previous registration
May 9, 2006 to Aug 15, 2007factForm ADV
← WILLIAM BURKE ALLREDAdvisorregistration: previous registration
Apr 10, 2007 to May 3, 2007factForm ADV
← SCOTT TITONE KILIANAdvisorregistration: previous registration
Mar 6, 2006 to Mar 8, 2007factForm ADV
← Johan Maurits OeyenAdvisorregistration: previous registration
Mar 6, 2006 to Aug 30, 2006factForm ADV
← RYAN BARNETT GOLDENHARAdvisorregistration: previous registration
Mar 2, 2004 to Sep 30, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cdb7c728-3f95-8561-9ac2-ce7e59460098
First observed: Dec 5, 2011
Last observed: May 22, 2014 150 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.

CENTARA CAPITAL MANAGEMENT GROUP, INC.

CRD 114880

SAN DIEGO, CA

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:cdb7c728-3f95-8561-9ac2-ce7e59460098

Data as of May 22, 2014 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:34 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CENTARA ALTERNATIVE INVESTMENTS, LP - CLASS Z

Other Private Fund

$6.4M

Dec 20, 2013

Mar 27, 2012

reported

n/a

CONDOR FUND OF FUND LTD

Hedge Fund

$6.4M

Dec 20, 2013

Nov 2, 2012

reported

n/a

ELLIS OPPORTUNITY FUND, LP

Other Private Fund

$4.1M

Dec 20, 2013

Mar 27, 2012

reported

n/a

EQUITYKEY REAL ESTATE INVESTMENTS, LP

Real Estate Fund

$3.1M

Dec 20, 2013

Mar 27, 2012

reported

n/a

CENTARA ALTERNATIVE INVESTMENTS, LP - CLASS I

Hedge Fund

$1.4M

Dec 20, 2013

Mar 27, 2012

reported

n/a

EQUITYKEY INVESTMENTS, LP

Real Estate Fund

$1.2M

Dec 11, 2012

Mar 27, 2012

dropped

n/a

CENTARA KUMA FUND, LP

Hedge Fund

$238,267

Jun 29, 2012

Mar 27, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CENTARA CAPITAL GROUP, INC.

HOLDING COMPANY

yes

05/2006

Dec 5, 2011

May 22, 2014

LOMBARDI, EDUARDO, LUIS

SHAREHOLDER/MANAGING DIRECTOR

yes

01/2006

Dec 5, 2011

May 22, 2014

MYRON, DEREK, CLIFFORD

SHAREHOLDER/MANAGING DIRECTOR

yes

01/2006

Dec 5, 2011

May 22, 2014

MYRON, DEREK, CLIFFORD

MANAGING DIRECTOR

yes

04/2001

Dec 5, 2011

May 22, 2014

NASH, JEFFREY, TYLER

SHAREHOLDER/MANAGING DIRECTOR

yes

11/2010

Dec 5, 2011

May 22, 2014

SCHWARTZ, SETH, HOWARD

CHIEF COMPLIANCE OFFICER

yes

02/2014

Feb 27, 2014

May 22, 2014

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CENTARA ALTERNATIVE ADVISERS, LLC

n/a

yes

n/a

CENTARA CAPITAL CONSULTING, INC.

n/a

yes

n/a

THREE ONE CAPITAL, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Mar 6, 2014

$7.9M

n/a

2012

Mar 26, 2013

$98.9M

n/a

$20.8M

2011

Mar 27, 2012

$80.6M

n/a

$13.6M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

$7.9M

$98.9M

-92.1%

n/a