# Centre Partners Management LLC

> Centre Partners Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 1999, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 109534
- Filed as: CENTRE PARTNERS MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109534
- AdvisorCensus page: https://advisorcensus.com/firm/centre-partners-management-llc-new-york-ny-109534

## Quick answers

**How is Centre Partners Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Centre Partners Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Centre Partners Management LLC located?**
Centre Partners Management LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Centre Partners Management LLC registered with the SEC or a state?**
Centre Partners Management LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109534.

**How much does Centre Partners Management LLC manage?**
Centre Partners Management LLC reports $1,227,800,500 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Centre Partners Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Centre Partners Management LLC: Regulatory assets under management: $1,035,155,993 in the October 2021 data and $1,227,800,500 in the October 2026 data, up 19%. Total employees: 20 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Centre Partners Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (32).

**Does Centre Partners Management LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109534

**What changed in Centre Partners Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 16. Regulatory assets under management went from $1,378,384,126 to $1,227,800,500 (-11%). Added an office in Santa Monica, CA. No longer lists an office in Los Angeles, CA.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,227,800,500
- Discretionary: $1,227,800,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 32 | $1,227,800,500 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 1999 (26 years)
- Employees: 23 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109534

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Santa Monica, CA

### Websites listed on Form ADV (Item 1.I)
- [centrepartners.com](https://centrepartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,035,155,993 | 20 | March 30, 2021 |
| October 2022 | $1,155,537,566 | 20 | March 29, 2022 |
| October 2023 | $1,119,447,313 | 21 | March 28, 2023 |
| October 2024 | $1,290,899,889 | 21 | June 13, 2024 |
| October 2025 | $1,378,384,126 | 22 | March 28, 2025 |
| October 2026 | $1,227,800,500 | 23 | March 31, 2026 |

Regulatory assets under management: $1,035,155,993 in the October 2021 data and $1,227,800,500 in the October 2026 data, up 19%.
Total employees: 20 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 16.
- Regulatory assets under management went from $1,378,384,126 to $1,227,800,500 (-11%).
- Added an office in Santa Monica, CA.
- No longer lists an office in Los Angeles, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centre Partners Management LLC (CRD 109534): Form ADV filing data as of October 2026.