← Tributary

CENTERBOOK PARTNERS LP

GREENWICH, CT · CRD 312387 · IAPD ↗ · centerbook.com · 203-485-5200

$2.91BRegulatory AUM
10Advisory reps
21Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — CENTERBOOK PARTNERS LP reported RAUM up 98% ($1.21B -> $2.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — CENTERBOOK PARTNERS LP grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — CENTERBOOK PARTNERS LP crossed $1B in regulatory AUM ($844.3M -> $1.21B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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