Center Capital Partners Llc
- Regulatory AUM
- $415M
- Discretionary
- $415M
- Clients
- 7
- Avg AUM / client
- $59.3M
- Accounts
- 7
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $415M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $325M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Center Sky Harbour, Llc | Real Estate Fund | Delaware | $149M | 3 |
| Center Terminal Equity Fund Llc | Real Estate Fund | Delaware | $87.0M | 38 |
| Center Jefferson Qof Investors Llc | Real Estate Fund | Delaware | $43.0M | 25 |
| Isla Vista Equity Fund Llc | Real Estate Fund | Delaware | $38.3M | 20 |
| Isla Vista Sabado Equity Fund Llc | Real Estate Fund | California | $7.7M | 29 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Valner, Alexander, Jason | President And Chief Compliance Officer | Nov 2019 (7y) | ≈ 28.13% – 75% via Valner Ccp Llc | |
| Blatt, Steven, David | Manager | Jul 2020 (6y) | GP / trustee / elected manager of Moelis Dynasty Investments, Llc (indirect) | |
| Moelis, Jordan, Scott | Managing Partner | Jul 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Center Capital Partners Holdings Llc | Owner | Sep 2020 | A | 75% or more |
| Center Capital Partners Property Llc | Managing Member | Feb 2021 | A | Less than 5% |
| Moelis Dynasty Investments, Llc | Owner | Jun 2020 | B | ≈ 28.13% – 75% via Moellis Ccp Investor Llc |
| Kenneth Moelis 2019 Dynasty Trust Dtd 11/9/2019 | Owner | May 2020 | B | ≈ 14.06% – 56.25% via Moelis Dynasty Investments, Llc |
| Julie Moelis 2019 Dynasty Trust Dtd 11/9/2019 | Owner | May 2020 | B | ≈ 14.06% – 56.25% via Moelis Dynasty Investments, Llc |
| Valner Ccp Llc | Owner | Mar 2021 | B | ≈ 37.5% – 75% via Center Capital Partners Holdings Llc |
| Moellis Ccp Investor Llc | Owner | Mar 2021 | B | ≈ 37.5% – 75% via Center Capital Partners Holdings Llc |
| Bryn Mawr Trust Company Of Delaware | Trustee | Nov 2019 | B | GP / trustee / elected manager of Julie Moelis 2019 Dynasty Trust Dtd 11/9/2019 (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Valner, Alexander, Jason: 75% – 100% of Valner Ccp Llc × 50% – 75% of Center Capital Partners Holdings Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Moelis Dynasty Investments, Llc: 75% – 100% of Moellis Ccp Investor Llc × 50% – 75% of Center Capital Partners Holdings Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Kenneth Moelis 2019 Dynasty Trust Dtd 11/9/2019: 50% – 75% of Moelis Dynasty Investments, Llc × 75% – 100% of Moellis Ccp Investor Llc × 50% – 75% of Center Capital Partners Holdings Llc × 75% – 100% direct ≈ 14.06% – 56.25% of the firm
- Julie Moelis 2019 Dynasty Trust Dtd 11/9/2019: 50% – 75% of Moelis Dynasty Investments, Llc × 75% – 100% of Moellis Ccp Investor Llc × 50% – 75% of Center Capital Partners Holdings Llc × 75% – 100% direct ≈ 14.06% – 56.25% of the firm
- Valner Ccp Llc: 50% – 75% of Center Capital Partners Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Moellis Ccp Investor Llc: 50% – 75% of Center Capital Partners Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $325M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Center Sky Harbour, Llc | Real Estate Fund | $149M | $38.4K | 3 |
| Center Terminal Equity Fund Llc | Real Estate Fund | $87.0M | $25.0K | 38 |
| Center Jefferson Qof Investors Llc | Real Estate Fund | $43.0M | $50.0K | 25 |
| Isla Vista Equity Fund Llc | Real Estate Fund | $38.3M | $100K | 20 |
| Isla Vista Sabado Equity Fund Llc | Real Estate Fund | $7.7M | $25.0K | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 2.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗