This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$4.4MItem 5.F on the latest filing (2025-08-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$4.4M

Private client RAUM

$4.4MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$4.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

32

Individual clients

22

SEC number

801-118859

CRD

306461

Filings on the tape

13

First filed

May 6, 2020

Latest filed

Aug 26, 2025

Organised

Corporation, DE

• Occurred

  Mar 17, 2021
  Control person joined

  Amirali Karim Rehmat (Chief Financial Officer/Chief Compliance Officer) appeared on Schedule A of Centerfin Capital

  Form ADVobserved 6 days ago
• Occurred

  May 6, 2020
  First Form ADV filing

  Centerfin filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e7465e99-957c-4ffb-59d3-0110a1d461c4

First observed

May 6, 2020

Last observed

Aug 26, 2025 13 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.