SourcingSourcing

CENTERFIELD MANAGEMENT III, INC

C28
CRD 161504·SEC 801-74187·INDIANAPOLIS, IN
AUM
$1.08B
$1B+
Est. Revenue
$10.8M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CENTERFIELD MANAGEMENT III, INC
CRD
161504
SEC file #
801-74187
EIN
352413489
DBA names
Centerfield Capital Partners

Economics

AUM
$1.08B
AUM band
$1B+
AUM trajectory
'20'26
$171.1M → $1.08B▲ +534%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
15
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'20'23
11 advisors → 10 advisors▼ -9%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
centerfieldcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABBASI, AHMAD, FARAZ
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
ABBASI, AHMAD, FARAZ
HOLLIS, MARK, AARON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CENTERFIELDCAPITAL.COM
Rdap Domain Creation Date
2001-08-15T15:49:17Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001522187
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2011-06-09
Edgar Last Filing Date
2011-07-19
Edgar Form D Count
2
Edgar Form D Offerings
2011-07-192011-07-19 · 0001522187-11-000002
2011-06-092011-06-09 · 0001522187-11-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
10 WEST MARKET STREETSUITE 3030INDIANAPOLIS, IN 46204
Business
10 WEST MARKET STREETSUITE 3030INDIANAPOLIS, IN 46204
Edgar EIN
352413489
Edgar Recent Filings
D/A2011-07-19 · 0001522187-11-000002
D2011-06-09 · 0001522187-11-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-15T15:49:17Z
Rdap Domain Last Changed
2025-02-04T13:10:35Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6026850
Trust Company Affiliate
No

People (8)

8
ABBASI, AHMAD, FARAZ
Direct Owner · 37.5%
6026850
HOLLIS, MARK, AARON
Direct Owner · 37.5%
5058221
MILLER, MICHAEL, A.
Direct Owner · 37.5%
6933132
LUTZKE, DAVID, SCOTT
Direct Owner · 7.5%
2725679
HAMACHER, TYLER, RISNER
Executive Officer · 2.5%
5172185
HIATT, THOMAS, ANDREW
Executive Officer · 2.5%
6026842
HOOK, MATTHEW, CAROLL
Executive Officer · 2.5%
6026847
Margetts, Jill
Executive Officer · 2.5%
8246387