9AT: CENTERGATE CAPITAL

other names

CENTERGATE CAPITAL
CENTER GATE CAPITAL
CENTERGATE CAPITAL, L.P.
CENTER GATE CAPITAL, L.P.

Adviser Profile

As of Date	03/28/2025
ADV Location	AUSTIN, TX, United States
Adviser Type - Large advisory firm
Number of Employees	25 14%
of those in investment advisory functions	16
Registration	SEC, Approved, 04/03/2017
Other registrations (1)	SEC, ERA - Withdrawn, 03/27/2017

AUM^*	842,067,995 104%
of that, discretionary	842,067,995 104%
Private Fund GAV^*	447,328,043 13%
Avg Account Size	168,413,599 -19%
SMA’s	No
Private Funds	5 3
Contact Info	512 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count5	GAV$447,328,043

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser RED IRON GROUP MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund791.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV791.3m	AUM491.3m	#Funds5
Adviser PROMUS ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM415.0m	#Funds-
Adviser SPRING LANE CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund202.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV202.3m	AUM393.1m	#Funds7
Adviser JAGUAR GROWTH ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund566.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV566.6m	AUM607.3m	#Funds5
Adviser LBB HOLDING COMPANY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund350.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV350.3m	AUM250.3m	#Funds3
Adviser CACM	Hedge Fund-	Liquidity Fund-	Private Equity Fund175.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.2b	Total Private Fund GAV1.4b	AUM460.1m	#Funds29
Adviser SPRING LAKE EQUITY GP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund343.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV343.5m	AUM295.0m	#Funds4
Adviser PHOENICIAN RESOURCES	Hedge Fund-	Liquidity Fund-	Private Equity Fund413.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV413.3m	AUM413.7m	#Funds3
Adviser INTEGRITY GROWTH PARTNERS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund763.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV763.2m	AUM688.3m	#Funds10
Adviser PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.4b	AUM1.4b	#Funds12

Brochure Summary

Overview

CenterGate Capital, L.P. (“CenterGate”) is a private equity firm that specializes in lower middle market companies. CenterGate was founded in 2014. The principal owners of CenterGate are Tiffany Kosch and Lewis Schoenwetter. CenterGate primarily provides investment advisory services to private investment funds that principally seek investment opportunities in private lower-middle market companies engaged in business and industrial services, manufacturing, and consumer sectors and that are located primarily in the United States. The CenterGate Funds provide capital through a variety of transaction types including consolidations, public to private transactions, and corporate divestitures through various transaction structures including buyouts, recapitalizations, and restructurings. CenterGate provides the services described above to its advisory clients, which are private investment funds (collectively, the “CenterGate Funds”). Generally, a related person of CenterGate acts as the general partner of (or other equivalent control position for) each CenterGate Fund, and CenterGate serves as investment adviser to each CenterGate Fund. References to CenterGate in this Brochure include, as the context requires, affiliates through which CenterGate provides investment advisory services or that act in any capacity referenced in the previous sentence. CenterGate tailors its advisory services to the specific investment objectives and restrictions of each CenterGate Fund set forth in such CenterGate Fund’s limited

partnership agreement (or similar governing agreement) and investment management agreement, as applicable. Investors and prospective investors of each CenterGate Fund should refer to the confidential private placement memorandum, limited partnership agreement (or similar governing agreement), investment management agreement and/or other governing documents, as applicable (collectively, the “Governing Documents”) of the applicable CenterGate Fund for complete information on the investment objectives and investment restrictions with respect to such CenterGate Fund. There is no assurance that any of the CenterGate Funds’ investment objectives will be achieved. In accordance with common industry practice, one or more of the CenterGate Funds and/or their general partners may enter into “side letters” or similar agreements with certain investors pursuant to which the general partner grants the investor specific rights, benefits, or privileges that are not made available to investors generally. Such “side letters” or similar agreements generally are disclosed only to investors in the applicable Fund that have separately negotiated with CenterGate for the right to review such “side letters” or similar agreements. CenterGate does not participate in any wrap fee programs. CenterGate manages all assets on a discretionary basis in accordance with the terms and conditions of each CenterGate Fund’s Governing Documents. As of December 31, 2023, the amount of assets CenterGate manages on a discretionary basis is $864,354,630.

CENTERGATE CAPITAL

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Brochure Summary

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