SourcingSourcing

CENTERSTAR ASSET MANAGEMENT, LLC

B54
CRD 289928·SEC 801-111786·CHICAGO, IL
AUM
$138.6M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$416K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CENTERSTAR ASSET MANAGEMENT, LLC
CRD
289928
SEC file #
801-111786
EIN
863545228
DBA names
—

Economics

AUM
$138.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$147.7M → $138.6M▼ -6%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
4 advisors → 7 advisors▲ +75%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SPIDERROCK HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
SPIDERROCK HOLDINGS, LLC
CORBY, BRIAN, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001877785
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2021-08-12
Edgar Last Filing Date
2025-08-28
Edgar Form D Count
5
Edgar Form D Offerings
2025-08-282025-08-28 · 0001877785-25-000002
2024-08-302024-08-30 · 0001877785-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Goldman Sachs6
Morgan Stanley4
E*trade4
Interactive Brokers3
Edgar Addresses
Mailing
300 S. RIVERSIDE PLAZASUITE 2350CHICAGO, IL 60606
Business
300 S. RIVERSIDE PLAZASUITE 2350CHICAGO, IL 60606
Edgar EIN
863545228
Edgar Recent Filings
D/A2025-08-28 · 0001877785-25-000002
D/A2024-08-30 · 0001877785-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
CORBY, BRIAN, ANTHONY
Executive Officer · 2.5%
5688289
SLONEKER, MICHELIN, ALDRIDGE
Executive Officer · 2.5%
6851628