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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Circle Advisers Inc
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|---|---|
| CRD # | 110818 |
| SEC # | 801-18150 |
| CIK # | |
| AUM | $819.8 M (2024-12-26) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 212-885-4200 |
| Address | 420 Lexington Avenue New York, NY 10170 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 352 | 796.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 11.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,184 | 819.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,184 | 819.8 |
| Total | 1,184 | 819.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 815.3 | |
| Total | 1,184 | 819.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Studio Investment Management LLC
✚
|
IL | 0.8 |
|
Financial Enhancement Group LLC
✚
|
IN | 0.8 |
|
South Street Advisors LLC
✚
|
NY | 0.8 |
|
Rainey & Randall Wealth Advisors Inc
✚
|
FL | 0.8 |
|
Sterling Investment Counsel LLC
✚
|
NY | 0.8 |
|
The Advisory Resource Group LLC
✚
|
OK | 0.8 |
|
Asset Management Group Inc
✚
|
CT | 0.8 |
|
Erguz LLC
✚
|
TX | 0.8 |
|
Parsons Capital Management LLC
✚
|
PA | 0.8 |
|
Makrod Investment Associates Inc
✚
|
NJ | 0.8 |