Centric Investment Group Inc

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Assets, Funds, Holdings

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Centric Investment Group Inc
CRD #114066
SEC #801-108235
CIK #0001489803
AUM
Employees 13 (46% Investors, 0% Brokers)
Phone720-962-6700
Address13976 W Bowles Avenue
Littleton, CO 80127
Source [IAPD] [EDGAR]
Total AUM ($M)
151296302010201420192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 22 6.6
(b) Individuals (high net worth individuals) 0 6.3
(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 0.2
(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 0 0.0
(n) Other 0 0.0
Total 70 13.1
By Discretionary
Discretionary 70 13.1
Non-Discretionary 0 0.0
Total 70 13.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 13.1
Total 70 13.1
EDGAR Form CIK 2011 - 2025
D [0001489803]
SC 13G [0001489803]
Form 13D/13G Filer Form 13D/13G Subject Filed
Gardner Lewis Asset Management L P Centric Financial Corp [2023-02-13]
Banc Funds Co LLC Centric Financial Corp [2021-02-16]
Related Firms State AUM ($B)
Wambolt & Associates LLC
CO 0.6
Centric Investment Group Inc
CO 0.0
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