# Centerfin Capital

> Centerfin Capital is a state-registered investment advisory firm in New York, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 306461
- Filed as: CENTERFIN CAPITAL
- Legal name: Centerfin Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306461
- AdvisorCensus page: https://advisorcensus.com/firm/centerfin-capital-new-york-ny-306461

## Quick answers

**How is Centerfin Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Centerfin Capital reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Centerfin Capital located?**
Centerfin Capital's principal office is in New York, NY, according to its Form ADV.

**Is Centerfin Capital registered with the SEC or a state?**
Centerfin Capital is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 306461.

**How much does Centerfin Capital manage?**
Centerfin Capital reports $5,479,260 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Centerfin Capital's assets and staff changed since 2021?**
In the Form ADV data for Centerfin Capital: Regulatory assets under management: $0 in the October 2021 data and $5,479,260 in the October 2026 data. Total employees: 8 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Centerfin Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (2).

**Does Centerfin Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306461

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,479,260
- Discretionary: $5,479,260
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $3,409,900 |
| High net worth individuals | 2 | $2,069,360 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- centerfin.co
- Facebook @CenterfinHQ
- Instagram @centerfinhq
- X @CenterfinH
- YouTube @centerfin

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 8 | April 8, 2021 |
| October 2022 | $1,100,565 | 9 | April 21, 2022 |
| October 2023 | $2,900,000 | 7 | March 23, 2023 |
| October 2024 | $4,048,192 | 7 | March 25, 2024 |
| October 2025 | $4,398,938 | 5 | July 25, 2025 |
| October 2026 | $5,479,260 | 2 | March 27, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $5,479,260 in the October 2026 data.
Total employees: 8 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centerfin Capital (CRD 306461): Form ADV filing data as of October 2026.