SourcingSourcing

CENTERBOOK PARTNERS LP

C25
CRD 312387·SEC 801-122457·GREENWICH, CT
AUM
$2.91B
$1B+
Est. Revenue
$29.1M
@ 1% on AUM
Est. EBITDA
$8.7M
@ 30% margin
Est. Deal Value
$69.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CENTERBOOK PARTNERS LP
CRD
312387
SEC file #
801-122457
EIN
000000000
DBA names
—

Economics

AUM
$2.91B
AUM band
$1B+
AUM trajectory
'22'26
$311.6M → $2.91B▲ +833%
Client mix
Pooled Investment Vehicles8
Investment Companies1

Operations

Employees (total)
21
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'22'26
7 advisors → 10 advisors▲ +43%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/21/2026
ADV-W filed at
—
Website
centerbook.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CBP-AT MEMBERS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CBP-AT MEMBERS LP
CENTERBOOK PARTNERS, LLC
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CENTERBOOK.COM
Rdap Domain Creation Date
2014-05-16T18:40:04Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
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
0001872185
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2021-11-12
Edgar Last Filing Date
2026-03-16
Edgar Form D Count
6
Edgar Form D Offerings
2026-03-162026-03-16 · 0000902664-26-001599
2025-11-072025-11-07 · 0000902664-25-004779
Edgar Former Names
Centaur Global Alpha Fund LP

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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 Sachs12
Morgan Stanley11
Jpmorgan6
Northern Trust4
E*trade4
Edgar Addresses
Mailing
55 RAILROAD AVENUESUITE 302GREENWICH, CT 06830
Business
55 RAILROAD AVENUESUITE 302GREENWICH, CT 06830
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-16 · 0000902664-26-001599
D/A2025-11-07 · 0000902664-25-004779
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-16T18:40:04Z
Rdap Domain Last Changed
2024-03-06T14:34:48Z
Rdap Nameservers
Mimi.ns.cloudflare.comRudy.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (3)

3
MENNITT, MARK, PHILIP
Executive Officer · 2.5%
2441453
STEMERMAN, DAVID, ISRAEL
Executive Officer · 2.5%
6026973
BREEN, CARRIE, ELLEN
Executive Officer · 2.5%
7141715