{ "crd_number": 161504, "slug": "centerfield-capital-partners-indianapolis-in-161504", "primary_business_name": "CENTERFIELD CAPITAL PARTNERS", "legal_name": "CENTERFIELD MANAGEMENT III, INC", "dbas": [ "CENTERFIELD CAPITAL PARTNERS", "CENTERFIELD CAPITAL" ], "city": "Indianapolis", "state": "IN", "country": "United States", "cbsa_code": "26900", "metro": { "cbsa_code": "26900", "common_name": "Indianapolis", "msa_name": "Indianapolis-Carmel-Greenwood, IN", "path": "/advisors/in/indianapolis" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-26", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 1084623481.0, "raum_discretionary": 1084623481.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 15, "advisory_employees": 0, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1084623481.0, "count": 6 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "IN" ], "websites": [ "https://centerfieldcapital.com", "https://linkedin.com/COMPANY/1269615" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161504", "city_as_filed": "INDIANAPOLIS", "url": "https://advisorcensus.com/firm/centerfield-capital-partners-indianapolis-in-161504", "display_name": "Centerfield Capital Partners", "summary": "Centerfield Capital Partners is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Centerfield Capital Partners (CRD 161504): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Centerfield Capital Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Centerfield Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "How much does Centerfield Capital Partners charge?", "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Centerfield Capital Partners located?", "a": "Centerfield Capital Partners' principal office is in Indianapolis, IN, according to its Form ADV." }, { "q": "Is Centerfield Capital Partners registered with the SEC or a state?", "a": "Centerfield Capital Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161504." }, { "q": "How much does Centerfield Capital Partners manage?", "a": "Centerfield Capital Partners reports $1,084,623,481 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Centerfield Capital Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Centerfield Capital Partners: Regulatory assets under management: $163,473,722 in the October 2021 data and $1,084,623,481 in the October 2026 data, up 563%. Total employees: 12 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Centerfield Capital Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)." }, { "q": "Does Centerfield Capital Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161504" }, { "q": "What changed in Centerfield Capital Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $125,168,647 to $1,084,623,481 (+767%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 163473722.0, "total_employees": 12, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 177685901.0, "total_employees": 11, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 182677064.0, "total_employees": 11, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 144080881.0, "total_employees": 13, "filing_date": "2024-03-04" }, { "period": "2025-10-01", "regulatory_assets_under_management": 125168647.0, "total_employees": 15, "filing_date": "2025-04-09" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1084623481.0, "total_employees": 15, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $125,168,647 to $1,084,623,481 (+767%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 30, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "1.5% to 2% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 1.5% to 2% a year (a range, as the brochure states it)" ], "quotes": [ "In general, the management fees charged during the investment period range from 1.5% to 2.0% of the total capital committed to the Fund by investors." ] } ], "values": { "tiers": [], "range_pct": [ 1.5, 2.0 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "In general, the management fees charged during the investment period range from 1.5% to 2.0% of the total capital committed to the Fund by investors." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/centerfield-capital-partners-indianapolis-in-161504.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 1084623481.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161504", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }