Centerfin Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Centerfin Capital provides discretionary, model-based portfolio management primarily for individual investors, families, trusts, retirement accounts, and other registered investment advisers through an online platform. The firm offers its services via a wrap fee program for which it serves as both sponsor and portfolio manager, with client onboarding driven by a web-based risk questionnaire and a phone consultation.
Centerfin’s investment process combines strategic asset allocation with tactical positioning and active, model-based rebalancing across equities, fixed income, commodities, and alternative strategies (including systematic global macro and CTA exposures). Portfolios are implemented mainly with ETFs and mutual funds and are managed through an integrated institutional custody and execution platform that uses account-level trading windows.
What is distinctive about the firm is that, despite modest assets under management and a small client base, it operates its own wrap-fee program and leverages institutional custody infrastructure — a configuration that is uncommon among similarly supported advisers. The brochure also discloses potential conflicts (e.g., firm principals’ compensation tied to wrap revenues and a client with a minority passive ownership interest) and documents policies intended to mitigate those conflicts and ensure fair treatment.
Client services
Expertise
Fee options
0.50% annually
Account minimum: $100,000
Main office
1441 Broadway
New York NY 10018
Advisors at this office
1
Most active in
New York
Also doing business as
Centerfin · Centerfin Capital · Centerfin Inc. · Sophne LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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