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CENTER ROCK CAPITAL PARTNERS, LP

CRD 291521File 801-112324
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.73B
Top 25% of cohort (national)
Discretionary AUM
$1.73B
Clients
8
8 accounts
Employees
18
Above cohort median in IL

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
CHRO
Registration date
Jan 19, 2018
Principal office
8725 WEST HIGGINS ROAD, SUITE 650, CHICAGO, IL, 60631
Phone
(312) 635-8075

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.73B
Discretionary AUM
$1.73B
Non-discretionary AUM
$0
Discretionary accounts
8
Non-discretionary accounts
0
Total accounts
8
AUM per client
$216.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles8$1.73B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$1,629,372,072$1,734,531,218increased by$105,159,146
May 1, 2025
vs Oct 1, 2022
Employees1618increased by2
May 1, 2025
vs Oct 1, 2022
Clients58increased by3
May 1, 2025
vs Oct 1, 2022
AUM$1,169,879,354$1,629,372,072increased by$459,492,718
May 1, 2025
vs Oct 1, 2022
Accounts58increased by3
Apr 1, 2022Employees1416increased by2
Apr 1, 2022Clients35increased by2
Apr 1, 2022AUM$659,825,571$1,169,879,354increased by$510,053,783
Apr 1, 2022Accounts35increased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CENTER ROCK” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTER ROCK” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.