CENTERGATE CAPITAL
CENTERGATE CAPITAL, L.P. Legal Name
Adviser information for CENTERGATE CAPITAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $864.4M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $864.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $864.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-110277 |
|---|---|
| SEC ERA File Number | 801-110277 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281685 |
| Legal Entity Identifier | None |
Principal Office
900 SOUTH CAPITAL OF TEXAS HIGHWAYLAS CIMAS IV, SUITE 478
AUSTIN
TX
United States
Monday - Friday, 9:00AM TO 6:00PM
Tel: 512-717-7100, Fax: None
Chief Compliance Officer
JILL HOLUP
CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER
900 SOUTH CAPITAL OF TEXAS HIGHWAY
LAS CIMAS IV, SUITE 478
AUSTIN
TX
United States
Tel:
512-717-4978
J*****@********************M
(Full email address available in API data)
Regulatory Contact
LEWIS SCHOENWETTER
MANAGING PARTNER
900 SOUTH CAPITAL OF TEXAS HIGHWAY
LAS CIMAS IV, SUITE 478
AUSTIN
TX
United States
Tel:
512-717-7104
L****@********************M
(Full email address available in API data)
Industry Affiliates
| CENTERGATE CAPITAL | Sponsor, GP, manager of pooled investment vehicles |
| CENTERGATE CAPITAL | Sponsor, GP, manager of pooled investment vehicles |
| CENTERGATE CAPITAL | Sponsor, GP, manager of pooled investment vehicles |
| CENTERGATE CAPITAL | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CENTERGATE CAPITAL PARTNERS I, L.P. | Private Equity Fund | $310.6M | $0.4M | 52 |
| CENTERGATE CAPITAL PARTNERS II-A, L.P. | Private Equity Fund | $20.0M | $0.6M | 16 |
| CENTERGATE CAPITAL PARTNERS II, L.P. | Private Equity Fund | $59.5M | $0.5M | 36 |
| CENTERGATE CAPITAL PARTNERS SHIFT CO-INVEST, L.P. | Private Equity Fund | $0.0M | $0.5M | 4 |
| CENTERGATE CO-INVEST I, L.P. | Private Equity Fund | $4.3M | $0.1M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHOENWETTER, LEWIS, JAMES | Individual | – | MANAGING PARTNER | 04/2015 | 25-50% |
| KOSCH, TIFFANY, FAIRCLOTH | Individual | – | MANAGING PARTNER | 09/2014 | 50-75% |
| CENTERGATE CAPITAL GP, LLC | Domestic Entity | – | GENERAL PARTNER | 08/2014 | < 5% |
| SCHOENWETTER, LEWIS, JAMES | Individual | CENTERGATE CAPITAL GP, LLC | MANAGER AND MEMBER | 04/2015 | 25-50% |
| KOSCH, TIFFANY, FAIRCLOTH | Individual | CENTERGATE CAPITAL GP, LLC | MANAGER AND MEMBER | 09/2014 | 50-75% |
| HOLUP, JILL, ANN | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | 05/2020 | < 5% |