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ONCENTER FINANCIAL ADVISORS LLC
ONCENTER FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in BEACHWOOD, OH. The firm manages $55 million in assets, $52 million on a...
ONCENTER FINANCIAL ADVISORS LLC
ONCENTER FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in BEACHWOOD, OH. The firm manages $55 million in assets, $52 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Beachwood
Corporate office
Miami, FL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at ONCENTER FINANCIAL ADVISORS LLC?
The firm is a registered investment adviser in Florida, but the names of its principals are not publicly listed. Investment decisions are made by the family's internal team or external advisors.
How does ONCENTER FINANCIAL ADVISORS LLC source proprietary deal flow?
Given its lean structure, the firm likely relies on its network of legal, banking, and real estate contacts for off-market opportunities. Public filings show no public-facing fund or marketing operations.
Is ONCENTER FINANCIAL ADVISORS LLC structured as a single family office or does it operate more like a venture firm?
It is structured as a single-family office. It does not raise capital from external investors and is not registered as a fund manager.
Does ONCENTER FINANCIAL ADVISORS LLC participate in fund commitments or only direct deals?
Public filings suggest a preference for direct investments and co-investments, likely in real estate and private credit. There is no evidence of commingled fund commitments.
What investment stages does ONCENTER FINANCIAL ADVISORS LLC typically target?
The firm focuses on asset-level investments in real estate, private credit, and infrastructure, indicating a preference for direct ownership and debt instruments rather than early-stage equity.
Profile maintained by Altss 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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