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| Keyboard |
| CIRO Capital LLC
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|---|---|
| CRD # | 329576 |
| SEC # | 801-136298 |
| CIK # | |
| AUM | 117.4 M (2026-05-07) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 646-785-6201 |
| Address | 185 Hudson St Jersey City, NJ 07311 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 15.2 |
| (b) Individuals (high net worth individuals) | 29 | 97.6 |
| (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 | 5 | 3.6 |
| (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 | 0.4 |
| (n) Other | 5 | 0.6 |
| Total | 268 | 117.4 |
| By Discretionary | ||
| Discretionary | 268 | 117.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 268 | 117.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.4 | |
| Total | 268 | 117.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Redeem Financial Group LLC
✚
|
AZ | 118.6 M |
|
Hudson Financial Services Inc
✚
|
CA | 118.6 M |
|
Pinnacle Wealth Management Partners Inc
✚
|
MI | 118.1 M |
|
Vanderpol Investments LLC
✚
|
MI | 118.1 M |
|
South Shore Investment Services LLC
✚
|
MA | 117.9 M |
|
Willamette Financial Advisors LLC
✚
|
OR | 117.5 M |
|
Trail Financial Planning LLC
✚
|
WA | 117.3 M |
|
Arlington Securities Inc
✚
|
116.9 M | |
|
Whitwell & Co LLC
✚
|
116.8 M | |
|
Heckman Financial & Insurance Services Inc
✚
|
CA | 116.4 M |