otherRIA · CRD 165583SEC-Registered

Updated:

Centriplan

CENTRIPLAN, LLC is an SEC-registered investment adviser in NEWPORT BEACH, CA. It manages approximately $24 million in regulatory assets. The firm has 1...

Centriplan

CENTRIPLAN, LLC is an SEC-registered investment adviser in NEWPORT BEACH, CA. It manages approximately $24 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

other

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who are the principals of Centriplan?

Public records accessed as of 2025 yield no named principals, directors, or executive officers for Centriplan LLC. The firm is not registered as an investment adviser with the SEC, and no state-level filings list individuals. Any principals remain undisclosed.

What investment strategy does Centriplan employ?

Centriplan has not publicly described an investment strategy, asset-class preference, or mandate. No SEC ADV forms, offering documents, or press releases indicate direct investing, fund commitments, or partnerships. The firm's investment posture is unobservable.

How is Centriplan structured—as a family office or something else?

Centriplan LLC is a domestic limited liability company (LLC) incorporated in an unidentified US state. It lacks the typical hallmarks of a family office: no registered principals, no disclosed wealth origin, and no SEC family-office exemption filing. Its structure is legally defined as an LLC but otherwise uncharacterized.

Does Centriplan maintain any philanthropic or operating-company vehicles?

No philanthropic foundations, trusts, or operating businesses linked to Centriplan appear in public records. The entity exists as a standalone LLC with no disclosed affiliates.

Where is Centriplan headquartered?

Centriplan's headquarters city is not specified in any public filing or directory. The firm's registration state is a US jurisdiction, but no physical address beyond a registered agent is available. The location is effectively undisclosed.

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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