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CENTERFIN CAPITAL

NEW YORK, NY · CRD 306461 · IAPD ↗ · centerfin.co · 646-518-7913

$4.4MRegulatory AUM
1Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — CENTERFIN CAPITAL (NEW YORK, NY) left the SEC roster (was $4.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
July 2025 — CENTERFIN is now doing business as CENTERFIN CAPITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
February 2025 — CENTERFIN added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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