Centaur Performance Group, LLC is a related adviser based in Rancho Santa Fe. It manages $35.6 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Connecticut, and Florida.
Centaur Performance Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Centaur Performance Group, LLC is $35.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Centaur Performance Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Derren Lee Geiger has served as the Chief Investment Officer since 1 Mar 2011. John Jeffrey Mcmahan joined the executive team most recently as the Chief Operating Officer.
The principal office where Centaur Performance Group, LLC performs its advisory services is located at 16236 San Dieguito Road, Rancho Santa Fe, CA 92067 The mailing address of the firm is P.O. Box 8049, Rancho Santa Fe, CA 92067. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-779-5800 or by fax 858-759-5351. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.argentfunds.com.