Bank / Wealth / TrustRIA · CRD 306461SEC-Registered

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Centerfin

Centerfin began operations in 2020. It functions as a wealth manager headquartered in New York. The firm supplies investment advisory services and portfolio...

Centerfin logo

Centerfin

Centerfin began operations in 2020. It functions as a wealth manager headquartered in New York. The firm supplies investment advisory services and portfolio management. Services cover individuals, families, and business entities. No specific asset classes, named holdings, or geographic deployment details appear in available records. The firm does not publish fund structures or co-investor participation. No team size, additional offices, or recent operational events from the last 24 months are recorded. Adjacent vehicles such as foundations or clubs remain undisclosed. The structure shows no documented succession plan or hybrid sourcing model beyond standard advisory services.

General information

Firm type

Wealth Manager

Year founded

2020

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, United States

Frequently asked questions

Who runs investment decisions at Centerfin?

No named principals or CIO appear in available records.

Does Centerfin participate in fund commitments or only direct deals?

Available sources do not specify fund commitments or direct deal activity.

What investment stages does Centerfin typically target?

No stage preferences or strategy details are disclosed.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any specific family or source.

How is Centerfin related to any parent or spinout vehicle?

No parent entity or spinout relationship is recorded.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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