INVESTMENT ADVISORY and Portfolio Manager services
private fund advisory and fund Manager Client SUpportCenterStar Asset Management, LLC (“CenterStar”) provides sophisticated risk management and advisory services to private funds in the listed equity, equity options, and futures spaces.
CenterStar also provides middle and back-office services to trading managers to allow them to focus on what they do best – idea generation and execution for their private fund and SMA clients.
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Our Services
Investment Advisory
CenterStar offers investment advisory services to private hedge funds and SMA clients with an emphasis on equity options and futures strategies. In that capacity, CenterStar strives to diligently utilize a robust operational and compliance program to provide comprehensive advisory services.
Our Investment Advisory Services:
- Document preparation, revision and distribution
- Portfolio risk management provided on a continuous, real-time basis
- Investor relations management
- Fund tax and audit services, including annual audits, K1’s and 1099’s
Fund Manager Client Support
CenterStar partners with portfolio managers in a way that allows them to allocate nearly all of their time and resources to the development and execution of trading ideas for their private fund and SMA clients.
CenterStar accomplishes this by managing all other fund operations, including accounting, legal, marketing and compliance and by leveraging the experience of its employees and economies of scale in attempt to provide quality investment advisory and middle and back-office services.
Our Fund Manager Middle and Back Office Services:
- Internal accounting services, including fees and expenses
- Marketing material creation and distribution
- Vendor due diligence and relationship management
- Compliance program implementation, testing and review, including preparation of annual Rule 206 reports
- Document retention services in compliance with SEC regulations
- Compliance training in SEC and NFA rules and regulations
- Development initiatives support
- Cyber security training
- Business Continuity Program support
Our Firm
CenterStar is registered as an investment adviser with the Securities and Exchange Commission. CenterStar is also registered as a commodity pool operator and commodity trading adviser with the Commodity Futures Trading Commission, and is a Member of the National Futures Association.
The Team
Michelin Sloneker
COO/CFO
Michelin oversaw the spin-off of CenterStar Asset Management, LLC from SpiderRock Advisors in 2017 and then joined CenterStar as Chief Operating Officer (“COO”) and Chief Financial Officer (“CFO”). She manages the operations and growth of CenterStar’s fund manager client service business and is also responsible for its private fund business. Michelin has spent her career leading operational and business efforts for various domestic and off-shore private hedge funds with a focus on equity options off-floor trading and back-office fund services. She holds a Series 3 and is registered with the NFA (National Futures Association). Michelin graduated from the California Institute of Technology with a Bachelor of Science degree in Biology.
Brian Corby
COO / Legal
Brian joined SpiderRock Advisors in 2017 to assist in spinning off its private fund department into CenterStar. After completing this spinoff, Brian joined CenterStar as its Chief Compliance Officer (“CCO”), where he developed and implemented its regulatory compliance program. Brian remains CenterStar’s CCO, while also working as General Counsel of its parent company, SpiderRock Holdings. Prior to joining SpiderRock, Brian worked as a litigation attorney, proprietary trader in the relative value, statistical arbitrage space, and as a Principal and General Counsel to a regulatory compliance consulting firm. Brian holds a Bachelor of Science degree in Finance from Boston College and a Juris Doctor degree from Loyola University Chicago School of Law.
Get In Touch
CenterStar asset management, LLC
300 S Riverside Plaza #2350, Chicago, IL 60606
(312) 256-9627
[email protected]