CENTEROAK ADVISER, L.P.
CRD #175156 SEC #801-81052 DALLAS, TX 214.301.4201
SEC Registered Private Funds
Total AUM
$2.5B
Discretionary
$2.5B
Employees
16
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $2.5B | $2.5B | $0 | 16 | 0 |
| Mar 2025 | $2.5B | $2.5B | $0 | 16 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 17 | 0 |
| Mar 2023 | $1.4B | $1.4B | $0 | 16 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 12 | 0 |
| Mar 2021 | $838.7M | $838.7M | $0 | 15 | 0 |
| Mar 2020 | $502.9M | $502.9M | $0 | 15 | 0 |
| Mar 2019 | $534.3M | $534.3M | $0 | 16 | 0 |
| Mar 2018 | $443.7M | $443.7M | $0 | 14 | 0 |
| Jul 2017 | $462.2M | $462.2M | $0 | 12 | 1 |
| Mar 2017 | $462.2M | $462.2M | $0 | 12 | 1 |
| Mar 2016 | $399.6M | $399.6M | $0 | 12 | 1 |
| Dec 2015 | $166.7M | $166.7M | $0 | 13 | 1 |
| Jun 2015 | $166.7M | $166.7M | $0 | 13 | 1 |
DateJul 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$838.7M
Discretionary$838.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$502.9M
Discretionary$502.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$534.3M
Discretionary$534.3M
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$443.7M
Discretionary$443.7M
Non-Disc.$0
Employees14
Clients0
DateJul 2017
Total AUM$462.2M
Discretionary$462.2M
Non-Disc.$0
Employees12
Clients1
DateMar 2017
Total AUM$462.2M
Discretionary$462.2M
Non-Disc.$0
Employees12
Clients1
DateMar 2016
Total AUM$399.6M
Discretionary$399.6M
Non-Disc.$0
Employees12
Clients1
DateDec 2015
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees13
Clients1
DateJun 2015
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees13
Clients1