{"url":"https://nivawealth.com/firms/centerbridge-partners-157359","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157359","regulatoryAum":79857174908,"crd":"157359","secFileNumber":"801-73876","legalName":"Centerbridge Partners, L.P.","displayName":"Centerbridge Partners","website":"http://www.centerbridge.com/","linkedinUrl":"https://www.linkedin.com/company/centerbridge-partners/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"375 Park Ave, 11th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10152"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":280,"advisory":120,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":79028934257,"discretionaryAccounts":60,"nonDiscretionary":828240651,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":27,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":58,"regulatoryAum":39241958502},{"label":"State or municipal government entities","clients":null,"regulatoryAum":468082778},{"label":"Insurance companies","clients":null,"regulatoryAum":39638552177},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"regulatoryAum":508581451}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Centerbridge Partners has custody of $41.32B for 58 clients.","otherCustodians":[],"leadership":[{"name":"Gordon Morrison","title":"Chief Financial Officer","crd":"7088110"},{"name":"Kimberly Terjanian","title":"Chief Financial Officer","crd":"3204317"},{"name":"William Neuenfeldt","title":"Chief Operating Officer","crd":"7244645"},{"name":"Elizabeth Uhl","title":"Chief Compliance Officer","crd":"2233780"},{"name":"Jeffrey Aronson","title":"Managing Principal","crd":"1903993"},{"name":"Susanne Clark","title":"Chief Legal Officer/General Counsel","crd":"3246033"},{"name":"Mark Gallogly","title":"Limited Partner / Former Managing Principal","crd":"1964603"},{"name":"Matthew Kabaker","title":"Limited Partner","crd":"7244272"},{"name":"Vivek Melwani","title":"Limited Partner","crd":"7354047"},{"name":"Steven Silver","title":"Limited Partner","crd":"1854999"},{"name":"Shari Aronson","title":"Trustee of the Jeffrey H. Aronson 2006 Long-Term Trust","crd":"7800258"},{"name":"Elizabeth Strickler","title":"Trustee of the MTG Ebs 2021 Trust","crd":"1237366"}],"ownership":[{"label":"Jeffrey Aronson","detail":"Managing principal in the 10% to 25% ownership band and a control person, since September 2005. Also trustee of the jeffrey h. aronson 2017 revocable trust in the 10% to 25% ownership band, since June 2017. Also a trustee of Jeffrey H. Aronson 2017 Revocable Trust in the 75% or more band and a control person, since June 2017."},{"label":"Mark Gallogly","detail":"Limited partner / former managing principal in the 10% to 25% ownership band, since December 2020. Also trustee of the mtg ebs 2021 trust in the 10% to 25% ownership band, since October 2021."},{"label":"Matthew Kabaker","detail":"Limited partner in the 5% to 10% ownership band, since November 2011."},{"label":"Vivek Melwani","detail":"Limited partner in the 5% to 10% ownership band, since January 2011."},{"label":"Jeffrey H. Aronson 2017 Revocable Trust","detail":"Limited partner in the 10% to 25% ownership band, since June 2022. Also a member of Centerbridge Partners Holdings, LLC in the 50% to 75% band and a control person, since June 2022."},{"label":"Jeffrey H. Aronson 2006 Long-Term Trust","detail":"Limited partner in the 10% to 25% ownership band, since June 2023. Also a member of Centerbridge Partners Holdings, LLC in the 50% to 75% band and a control person, since June 2023."},{"label":"Shari Aronson","detail":"Trustee of the jeffrey h. aronson 2006 long-term trust in the 10% to 25% ownership band, since May 2006. Also trustee of Jeffrey H. Aronson 2006 Long-Term Trust and a control person, since May 2006."},{"label":"J.P. Morgan Trust Company of Delaware","detail":"Trustee of the jeffrey h. aronson 2006 long-term trust in the 10% to 25% ownership band, since November 2016. Also trustee of Jeffrey H. Aronson 2006 Long-Term Trust and a control person, since November 2016."},{"label":"Elizabeth Strickler","detail":"Trustee of the mtg ebs 2021 trust in the 5% to 10% ownership band, since October 2021."},{"label":"The MTG Ebs 2021 Trust","detail":"Limited partner in the 5% to 10% ownership band, since December 2024."},{"label":"Steven Silver","detail":"Limited partner in the 5% to 10% ownership band, since October 2006."},{"label":"Jpmorgan Chase Holdings LLC","detail":"Indirect owner: a parent of J.P. Morgan Trust Company of Delaware in the 75% or more band and a control person, since December 2022.","parent":"J.P. Morgan Trust Company of Delaware"},{"label":"Jpmorgan Chase & Co.","detail":"Indirect owner: a parent, managing member of Jpmorgan Chase Holdings LLC in the 75% or more band and a control person, since September 2016.","parent":"Jpmorgan Chase Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"3390 Mary Street, Suite 116","city":"Coconut Grove"}]},{"state":"New York","offices":1,"addresses":[{"street":"375 Park Ave, 11th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-672-5000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":11},{"label":"Investment grade corporate bonds","percent":8},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":79,"detail":"Bank Loans, Mortgage Backed Securities, Trade Claims, Direct Loans and Interest Receivables"}],"privateFunds":104},"sources":{"adv1FilingDate":"24 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157359/PDF/157359.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Centerbridge Partners have?","answer":"Centerbridge Partners has 58 clients and manages $79.9 billion for them, as of June 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Centerbridge Partners offer?","answer":"Centerbridge Partners provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Centerbridge Partners have?","answer":"Centerbridge Partners has 0 investment adviser representatives registered with state securities authorities, out of 280 employees, and 120 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Centerbridge Partners invest in?","answer":"At the end of its last fiscal year, Centerbridge Partners’ separately managed accounts held 79% bank loans, mortgage backed securities, trade claims, direct loans and interest receivables, 11% non-exchange-traded equities, 8% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents. It advises 104 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Centerbridge Partners?","answer":"Centerbridge Partners is owned through a trust by Jpmorgan Chase & Co. Its direct owners are Jeffrey Aronson, Mark Gallogly, Matthew Kabaker, Vivek Melwani, Jeffrey H. Aronson 2017 Revocable Trust, Jeffrey H. Aronson 2006 Long-Term Trust, Shari Aronson, J.P. Morgan Trust Company of Delaware, Elizabeth Strickler, the MTG Ebs 2021 Trust and Steven Silver, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Centerbridge Partners get paid?","answer":"Centerbridge Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/centerbridge-partners-157359/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1484836/000204825126006562/0002048251-26-006562-index.html","totalValue":38096241,"positionCount":1,"top10Share":1,"top10":[{"issuer":"FORBRIGHT INC","titleOfClass":"CL A COM","cusip":"34520K105","value":38096241,"shares":2082900,"shareType":"SH"}],"positionsListed":1,"positions":[{"issuer":"FORBRIGHT INC","titleOfClass":"CL A COM","cusip":"34520K105","value":38096241,"shares":2082900,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}