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CENTERSTAR ASSET MANAGEMENT, LLC

CHICAGO, IL · CRD 289928 · IAPD ↗ · 312-256-9627

$138.6MRegulatory AUM
7Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
August 2025 — CENTERSTAR ASSET MANAGEMENT, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2025 — CENTERSTAR ASSET MANAGEMENT, LLC reported RAUM down 36% ($178.9M -> $115.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
51
April 2024 — CENTERSTAR ASSET MANAGEMENT, LLC reported RAUM up 58% ($113.1M -> $178.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.