DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••••••• P••••••• L•
Latest filing Aug 26, 2026
First filing on the tape May 18, 2021 · 10 filings
SEC status approved since Oct 7, 2021
RAUM
$2.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$2.9B as of Aug 26, 2026
Feb 4, 2022$312M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 26, 2026
Feb 4, 20220 then
Employees (5.A)21 as of Aug 26, 2026
Feb 4, 202213 then
Private funds2 as of Aug 26, 2026
Feb 4, 20222 then
RAUM +21% over the last fiscal year+51% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $323MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.6B91%
- Investment companies$262M9.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• G••••• A•••• M••••• F••• L•• | Hedge Fund | $729M | 32 | Feb 4, 2022 |
| C•••••• G••••• B••• O•• M••••• F••• L•• | Hedge Fund | $284M | 31 | Feb 4, 2022 |
Owners and control persons
Schedule A and B, latest filing
- M••••••• M•••• P••••• · Chief Operating Officer, Chief Financial Officer, Chief Compliance Officercontrolsince 12/2020 · owns less than 5%
- S••••••••• D••••• I••••• · Chief Executive Officer, Chief Investment Officercontrolsince 12/2020 · owns less than 5%
- H••••• C••••••• B•••• · Managing Membercontrolsince 12/2005 · owns 25% to 50% of A•••• T•••••• L••
Entity owners
- C••••• M•••••• L• · Limited Partnerdirect · owns 75% or more
- C••••••••• P•••••••• L•• · General Partnerdirect · owns less than 5%
- A•••• T•••••• L•• · Limited Partnerindirect · owns 75% or more of C••••• M•••••• L•
- A•••• T•••••• L•• · Managing Memberindirect · owns 75% or more of C••••••••• P•••••••• L••
Related persons
Schedule D 7.A
- C••••••••• A••• P••• L•••investment advisery
- C••••••••• G• L••bankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- #05-176, Singapore2 employees
What changed
consecutive filings, newest first
- Employees · 20 to 21Mar 28, 2025 to Mar 31, 2026
- Organization form · Partnership to Limited PartnershipMar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.4B to $2.9BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.2B to $2.6BMar 28, 2025 to Mar 31, 2026
- RAUM · $2.4B to $2.9BMar 28, 2025 to Mar 31, 2026
- Accounts · 7 to 9Mar 21, 2024 to Mar 28, 2025
- Advisory employees · 9 to 10Mar 21, 2024 to Mar 28, 2025
- Pooled vehicle clients · 6 to 8Mar 21, 2024 to Mar 28, 2025
- Employees · 18 to 20Mar 21, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 21, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.2B to $2.4BMar 21, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.0B to $2.2BMar 21, 2024 to Mar 28, 2025
- RAUM · $1.2B to $2.4BMar 21, 2024 to Mar 28, 2025
- Accounts · 8 to 7Mar 27, 2023 to Mar 21, 2024
- Advisory employees · 7 to 9Mar 27, 2023 to Mar 21, 2024
- Pooled vehicle clients · 7 to 6Mar 27, 2023 to Mar 21, 2024
- Employees · 15 to 18Mar 27, 2023 to Mar 21, 2024
- Discretionary RAUM · $844M to $1.2BMar 27, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $693M to $1.0BMar 27, 2023 to Mar 21, 2024
- RAUM · $844M to $1.2BMar 27, 2023 to Mar 21, 2024
- Accounts · 6 to 8Sep 27, 2022 to Mar 27, 2023
- Advisory activities · 1 to 2Sep 27, 2022 to Mar 27, 2023
- Pooled vehicle clients · 6 to 7Sep 27, 2022 to Mar 27, 2023
- Employees · 13 to 15Sep 27, 2022 to Mar 27, 2023
- Other offices · 0 to 1Sep 27, 2022 to Mar 27, 2023
- Organization form · Limited Partnership to PartnershipSep 27, 2022 to Mar 27, 2023
- Discretionary RAUM · $312M to $844MSep 27, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $312M to $693MSep 27, 2022 to Mar 27, 2023
- RAUM · $312M to $844MSep 27, 2022 to Mar 27, 2023
- Accounts · unset to 6.0Sep 7, 2021 to Feb 4, 2022
- Advisory employees · 8 to 7Sep 7, 2021 to Feb 4, 2022
- Pooled vehicle clients · unset to 6.0Sep 7, 2021 to Feb 4, 2022
- Assets in custody · unset to 0.0Sep 7, 2021 to Feb 4, 2022
- Custody of client assets · false to trueSep 7, 2021 to Feb 4, 2022
- Private funds · unset to 2Sep 7, 2021 to Feb 4, 2022
- Discretionary RAUM · unset to 311643519.0Sep 7, 2021 to Feb 4, 2022
- Non-discretionary RAUM · unset to 0.0Sep 7, 2021 to Feb 4, 2022
- Pooled vehicle RAUM · unset to 311643519.0Sep 7, 2021 to Feb 4, 2022
- RAUM · unset to 311643519.0Sep 7, 2021 to Feb 4, 2022
- Related adviser · false to trueSep 7, 2021 to Feb 4, 2022
Signals
4 dated events
- C••••••••• P••••••• L• reported RAUM $2.4B, up 98% from $1.2B (2024-03-21 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- C••••••••• P••••••• L• reported RAUM $1.2B, up 44% from $844.3M (2023-03-27 to 2024-03-21)Mar 21, 2024 · RAUM change · derived
- C••••••••• P••••••• L• reported RAUM $844.3M, up 171% from $311.6M (2022-09-27 to 2023-03-27)Mar 27, 2023 · RAUM change · derived
- C••••••••• P••••••• L• filed its initial SEC registration (Form ADV)May 18, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/centerbook-partners-lpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 203-485-5200reportedpublic record, Form ADV, Aug 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026