Circleup Advisors LLC

Search
⚲

Circleup Advisors LLC ✚
CRD #	173380
SEC #	802-114769
CIK #
AUM
Employees
Phone	415-598-8611
Address	548 Market Street San Francisco, CA 94104
Source	[IAPD] [Website]

Total AUM ($) Copy

Type	Form D Funds	Date	Sold	AUM
VC	B Corp Consumer Circle LP	2019-01-30		0.0 M
VC	Brooklyn Food & Beverage Circle I LP	[2019-01-30]	0.2 M	0.3 M
	Offered $1,000,000 · Filed 2015-12-23 (D) · Exemption 506(c) · Remaining $750,000 · Duration One year or less · Revenue Decline to Disclose
VC	Circleup Growth Capital Fund I LP	[2019-01-30]	14.1 M	23.9 M
	Offered $25,000,000 · Filed 2014-11-25 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Remaining $10,920,000 · Duration One year or less · Revenue Decline to Disclose
VC	Circleup Marketplace Index Fund I LP	2019-01-30		1.8 M
VC	Foodtech Angels Fund I LP	[2019-01-30]	0.2 M	0.2 M
	Offered $500,000 · Filed 2015-10-08 (D) · Exemption 506(b) · Minimum $12,500 · Remaining $275,000 · Duration One year or less · Revenue Not Applicable

AUM Breakdown	Accounts	AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(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	0	0.0
(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	0.0
(n) Other	0	0.0
Total	0	0.0
By Discretionary
Discretionary	0	0.0
Non-Discretionary	0	0.0
Total	0	0.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.0
Total	0	0.0

Form D Directors	Role	# Filings	# Firms
Benjamin Lee	Director	19	4
Ryan Caldbeck	Director	5	3
Ben Lee	Director	5	2
Jayson Yuan	Director	3	2
Circleup Advisors LLC	Director	3	2
Leroy Eakin	Director	3	2
Circles GP LLC	Director	2	1
Circleup Growth Capital GP I LLC	Director	1	1
Rory Eakin	Director	1	1

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

Circleup Advisors LLC

Assets, Funds, Holdings