Asset Management

Centerboard Group provides asset management services to corporations, private equity, institutions, government entities and high net worth individuals. We operate a dedicated team model driven by fiduciary responsibility and accountably for performance. The knowledge shared across the Centerboard platform enables us to identify markets with high potential as well as investments with strong fundamentals.

Management Approach

Centerboard has a disciplined asset management approach, combining portfolio planning and individual asset review. We provide hands-on operational and asset management oversight with deep understanding of the macro and local trends that drive markets. Ongoing senior-level participation combined with support from New York-based staff utilizes Centerboard’s deep financial knowledge and professional network to deliver significant value to our client’s investments.

Under Management

Currently Centerboard manages over $300 million of assets in various security types and funds across real estate, oil and gas, consumer and technology sectors. Centerboard, as asset manager, delivers maximum investment performance and represents the owner in a fully transparent manner through the following asset management services:

Ongoing financial review and reporting
Accounting and filing requirements
Identifying revenue generation and enhancement opportunities
Expense management and control
Cash management
Proactively identifying risk and proposing appropriate action plans
Ensuring compliance with investment and loan documents
Capital structure management/enhancement
Contract negotiations
Lease or rental negotiations
Capital budget review and management
Portfolio allocation
Orderly liquidation
Well-timed and targeted dispositions

Case study

As part of its role as exclusive financial advisor to the United States Department of Justice on financial matters arising in connection with the Bernard Madoff Ponzi scheme, Centerboard actively manages a portfolio of complex assets seized from Bernard Madoff and Ruth Madoff on behalf of the U.S. Marshals Service. Centerboard 's current portfolio of managed assets range across multiple industries, including real estate, technology, retail and healthcare.