CENTERBOOK PARTNERS LP

55 Railroad Avenue
Greenwich, Connecticut 06830
Tel: 203-485-5200

About CENTERBOOK PARTNERS LP

CENTERBOOK PARTNERS LP, formally registered with the SEC as CENTERBOOK PARTNERS LP. The firm was established in 10/07/2021. They have over 2 offices throughout the country.

CENTERBOOK PARTNERS LP is a Greenwich, Connecticut based Financial Planning firm with nearly $1,214,902,308 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312387
SEC#	801-122457
Assets Managed by Firm	$1,214,902,308
No. of Clients	7
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$1,214,902,308

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