Centerfin Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,479,260
Clients
21
10% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$260,917
About
Centerfin Capital provides discretionary, model-based portfolio management primarily for individual investors, families, trusts, retirement accounts, and other registered investment advisers through an online platform. The firm offers its services via a wrap fee program for which it serves as both sponsor and portfolio manager, with client onboarding driven by a web-based risk questionnaire and a phone consultation.
Centerfin’s investment process combines strategic asset allocation with tactical positioning and active, model-based rebalancing across equities, fixed income, commodities, and alternative strategies (including systematic global macro and CTA exposures). Portfolios are implemented mainly with ETFs and mutual funds and are managed through an integrated institutional custody and execution platform that uses account-level trading windows.
What is distinctive about the firm is that, despite modest assets under management and a small client base, it operates its own wrap-fee program and leverages institutional custody infrastructure — a configuration that is uncommon among similarly supported advisers. The brochure also discloses potential conflicts (e.g., firm principals’ compensation tied to wrap revenues and a client with a minority passive ownership interest) and documents policies intended to mitigate those conflicts and ensure fair treatment.
Client services
Portfolio management
Expertise
Active portfolio management
Factor investing / smart beta
Private / alternative investments
Fee options
0.50% annually
Account minimum: $100,000
Main office location
Centerfin Capital
1441 Broadway
New York NY 10018, United States
Number of offices
1
Most active in
Centerfin Capital has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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