CENTER ROCK CAPITAL PARTNERS, LP
Adviser information for CENTER ROCK CAPITAL PARTNERS, LP 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 | 19 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $1.7B |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $1.7B |
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 | 6 | $1.7B |
| 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 | 801-112324 |
|---|---|
| SEC ERA File Number | 801-112324 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291521 |
| Legal Entity Identifier | None |
Principal Office
8725 WEST HIGGINS ROADSUITE 650
CHICAGO
IL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (312) 635-8075, Fax: None
Chief Compliance Officer
JOHN GORDON NEWMAN
CHIEF FINANCIAL OFFICER
39400 WOODWARD AVENUE
SUITE 240
BLOOMFIELD HILLS
MI
United States
Tel:
(248) 532-0200
Fax:
(248) 692-4698
J******@***************M
(Full email address available in API data)
Regulatory Contact
JOHN DAVID MATTHEWS
PRINCIPAL
39400 WOODWARD AVENUE
SUITE 240
BLOOMFIELD HILLS
MI
United States
Tel:
(248) 532-0200
Fax:
(248) 692-4698
D********@***************M
(Full email address available in API data)
Industry Affiliates
| CENTER ROCK CAPITAL PARTNERS FUND I GP, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CENTER ROCK CAPITAL PARTNERS FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CENTER ROCK CAPITAL PARTNERS EXECUTIVE FUND I, LP | Private Equity Fund | $23.4M | $0.0M | 16 |
| CENTER ROCK CAPITAL PARTNERS FUND I-A, LP | Private Equity Fund | $391.3M | $5.0M | 34 |
| CENTER ROCK CAPITAL PARTNERS FUND I, LP | Private Equity Fund | $612.5M | $5.0M | 50 |
| CENTER ROCK CAPITAL PARTNERS FUND II-A, LP | Private Equity Fund | $309.1M | $0.0M | 60 |
| CENTER ROCK CAPITAL PARTNERS FUND II, LP | Private Equity Fund | $332.7M | $0.0M | 85 |
| CRCP CO-INVEST (EASTERN), LP | Private Equity Fund | $10.5M | $0.0M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KIRSON, IAN, MATTHEW | Individual | – | PARTNER, PRESIDENT, LIMITED PARTNER | 08/2017 | 50-75% |
| THEODORE, TERRY, MICHAEL | Individual | – | PARTNER, EXECUTIVE VICE PRESIDENT, LIMITED PARTNER | 09/2017 | 50-75% |
| NEWMAN, JOHN, GORDON | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND PRINCIPAL | 12/2017 | < 5% |
| CENTER ROCK CAPITAL PARTNERS GP, INC. | Domestic Entity | – | GENERAL PARTNER | 08/2017 | < 5% |
| KIRSON, IAN, MATTHEW | Individual | CENTER ROCK CAPITAL PARTNERS GP, INC. | SHAREHOLDER | 08/2017 | 50-75% |
| THEODORE, TERRY, MICHAEL | Individual | CENTER ROCK CAPITAL PARTNERS GP, INC. | SHAREHOLDER | 03/2020 | 50-75% |