Centaur Performance Group, LLC (Rancho Santa Fe)

Name: Centaur Performance Group, LLC
Address: 16236 San Dieguito Road, Rancho Santa Fe, CA, 92067
Telephone: 858-779-5800

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.

Centaur Performance Group: assets under management

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 firm manages $35.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.87 million each.

Centaur Performance Group has custody of $35.6 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Centaur Performance Group, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Bruce Mcmahan	Member, manager, president	1 Oct 1999	75% - 100%	829344
Jay Toby Glassman	Member	1 Jul 2003	Other	2491695
James Patrick Kastberg	Member	1 Jul 2003	Other	1868962
Ronald Peter Fertig	Manager, chief operating officer	1 Feb 2008	Other	2144243
Patricia Ann Ransom	Manager, executive vice president	1 Jun 2008	Other	5574220
Bradley William Cox	Chief financial officer	1 Jan 2009	Other	4176893
Grace Mary Brescia	Chief compliance officer	1 Jan 2009	Other	2103142
Robert None Jakubczyk	Member	1 Apr 2010	25% - 50%	4878206
Derren Lee Geiger	Chief investment officer	1 Mar 2011	Other	5613118
John Jeffrey Mcmahan	Chief operating officer	1 Apr 2011	Other	4431161

Based in Rancho Santa Fe

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.