Centeroak Adviser LP
Legal Name: CENTEROAK ADVISER, L.P.
Full Contact Details
Centeroak Adviser LP
100 CRESCENT COURT, SUITE 1700, DALLAS, TX
214.301.4201
214.756.6505
Other Info
Centeroak Adviser LP, legally known as CENTEROAK ADVISER, L.P., is a Texas-based limited partnership that operates with a team of 16 employees, of which 15 are in advisory roles. While their number of clients is unknown, the firm has been approved by the U.S. Securities and Exchange Commission and has been registered since March 11, 2015.
Home Main - CenterOak
Our team’s tenure is evidence of our effectiveness as a unit. In our collaborative investment process, we bring together the perspectives we earned throughout
Direct Owners
-
CENTEROAK GP I, INC. ("RELYING ADVISER")
GENERAL PARTNER owns less than 5%
-
GILBERT JASON DOYLE SUTHERLAND
IC MEMBER owns less than 5%
-
LUCAS TODD CUTLER
IC MEMBER owns less than 5%
-
MICHAEL DAVID SALIM
EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, IC MEMBER owns less than 5%
-
RANDALL SCOTT FOJTASEK
CHIEF EXECUTIVE OFFICER, LIMITED PARTNER, IC MEMBER owns 75% or more
-
WILLIAM MARK HENRY
IC MEMBER owns less than 5%
Indirect Owners
-
RANDALL SCOTT FOJTASEK
CHIEF EXECUTIVE OFFICER, SOLE DIRECTOR owns 75% or more
Custodians
-
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
United States -
SILICON VALLEY BANK
United States