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••••• C•••••• P••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Jun 17, 2024 · 5 filings
SEC status approved since Jul 17, 2024
RAUM
$415M
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
9
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$415M as of Apr 30, 2026
May 1, 2025$377M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
May 1, 20250 then
Employees (5.A)9 as of Apr 30, 2026
May 1, 20258 then
Private funds7 as of Apr 30, 2026
May 1, 20257 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 30, 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
- $59.3MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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 vehiclesreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$415M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• S•• H••••••• L•• | Real Estate Fund | $149M | 3 | Mar 31, 2022 |
| C••••• T••••••• E••••• F••• L•• | Real Estate Fund | $87.0M | 38 | Mar 7, 2023 |
| C••••• J•••••••• Q•• I•••••••• L•• | Real Estate Fund | $43.0M | 25 | Mar 31, 2022 |
| I••• V•••• E••••• F••• L•• | Real Estate Fund | $38.3M | 20 | Mar 31, 2022 |
| I••• V•••• S••••• E••••• F••• L•• | Real Estate Fund | $7.7M | 29 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• J•••••• S•••• · Managing Partnercontrolsince 07/2020 · owns less than 5%
- V•••••• A••••••••• J•••• · President And Chief Compliance Officercontrolsince 07/2020 · owns less than 5%
- B••••• S•••••• D•••• · Managercontrolsince 07/2020 · owns F of M••••• D•••••• I••••••••• L••
- V•••••• A••••••••• J•••• · Managercontrolsince 11/2019 · owns 75% or more of V••••• C•• L••
Entity owners
- C••••• C•••••• P••••••• H••••••• L•• · Ownerdirect · owns 75% or more
- B••• M••• T•••• C•••••• O• D••••••• · Trusteeindirect · owns F of J•••• M••••• 2••• D•••••• T•••• D•• 1••••••••
- B••• M••• T•••• C•••••• O• D••••••• · Trusteeindirect · owns F of K•••••• M••••• 2••• D•••••• T•••• D•• 1••••••••
- J•••• M••••• 2••• D•••••• T•••• D•• 1•••••••• · Ownerindirect · owns 50% to 75% of M••••• D•••••• I••••••••• L••
- K•••••• M••••• 2••• D•••••• T•••• D•• 1•••••••• · Ownerindirect · owns 50% to 75% of M••••• D•••••• I••••••••• L••
- M••••• D•••••• I••••••••• L•• · Ownerindirect · owns 75% or more of M•••••• C•• I••••••• L••
- M•••••• C•• I••••••• L•• · Managing Memberindirect · owns 50% to 75% of C••••• C•••••• P••••••• P••••••• L••
- M•••••• C•• I••••••• L•• · Ownerindirect · owns 50% to 75% of C••••• C•••••• P••••••• H••••••• L••
- V••••• C•• L•• · Operating Memberindirect · owns 50% to 75% of C••••• C•••••• P••••••• P••••••• L••
- V••••• C•• L•• · Ownerindirect · owns 50% to 75% of C••••• C•••••• P••••••• H••••••• L••
- C••••• C•••••• P••••••• P••••••• L•• · Managing Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
- C••••• C•••••• P••••••• P••••••• L••pooled vehicle sponsory
- C••••• J••••••••• L••pooled vehicle sponsory
- D••• F•••• A•••• M••••••••• L••investment advisernRAUM $154M
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 6 to 7May 1, 2025 to Mar 16, 2026
- Employees · 8 to 9May 1, 2025 to Mar 16, 2026
- Discretionary RAUM · $377M to $415MMay 1, 2025 to Mar 16, 2026
- Pooled vehicle RAUM · $377M to $415MMay 1, 2025 to Mar 16, 2026
- RAUM · $377M to $415MMay 1, 2025 to Mar 16, 2026
- Accounts · 5 to 7Oct 16, 2024 to May 1, 2025
- Pooled vehicle clients · 5 to 7Oct 16, 2024 to May 1, 2025
- Employees · 7 to 8Oct 16, 2024 to May 1, 2025
- Financial planning clients · unset to Oct 16, 2024 to May 1, 2025
- Private funds · 5 to 7Oct 16, 2024 to May 1, 2025
- Discretionary RAUM · $325M to $377MOct 16, 2024 to May 1, 2025
- Pooled vehicle RAUM · $325M to $377MOct 16, 2024 to May 1, 2025
- RAUM · $325M to $377MOct 16, 2024 to May 1, 2025
- Private funds · 10 to 5Jun 17, 2024 to Oct 16, 2024
Signals
1 dated events
- C••••• C•••••• P••••••• L•• filed its initial SEC registration (Form ADV)Jun 17, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••• C•••••• P••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/center-capital-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- centercp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 310-456-1000reportedpublic record, Form ADV, Apr 30, 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
Across the graphs
C••••• C•••••• P••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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