Centaurus Financial Inc

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Assets, Funds, Holdings

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Centaurus Financial Inc
CRD #30833
SEC #801-56882
CIK #0001993498, 0000891943
AUM
Employees 580 (65% Investors, 100% Brokers)
Fees
Minimum
Phone714-456-1790
Address2300 East Katella Ave
Anaheim, CA 92806
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
7.56.04.53.01.50.02000200820172026
Sector Form 13F Holdings Value ($M)
Apollo Global Management Inc 0.4
Good Works Acquisition Corp 0.4
Check Point Software Technologies Ltd 0.4
Carey W P & Co LLC 0.4
Vector Acquisition Corp 0.4
Synta Pharmaceuticals Corp 0.4
Cloudflare Inc 0.4
Unilever PLC 0.4
Mainstay Mackay Definedterm Municipal Opportunities Fund 0.4
Healthsouth Corp 0.4
Holdings by Sector ($M)
1400112084056028002018202120242027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 37,625 6.4
(b) Individuals (high net worth individuals) 330 0.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 94 0.1
(n) Other 0 0.0
Total 38,049 7.3
By Discretionary
Discretionary 10,749 2.4
Non-Discretionary 27,300 5.0
Total 38,049 7.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 7.3
Total 38,049 7.3
EDGAR Form CIK 2011 - 2026
13F-HR [0000891943]
SC 13G [0001993498]
Form 13D/13G Filer Form 13D/13G Subject Filed
Centaurus Investments Ltd BiomX Inc [2025-05-15]
Centaurus Investments Ltd BiomX Inc [2023-09-29]
Centaurus Investments Ltd Polypid Ltd [2023-09-20]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail, Research
Related Firms State AUM
Alpha Centauri Wealth Management Inc
CA
Centaurus Financial Inc
CA
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