other names
Circumference Group is a public and private investing platform founded in 2009 by Jeff Fox, former CEO of Endurance International, CEO Convergys Corporation, and COO of Alltel Corporation. They are operators and investors with decades of success running and investing in businesses with a bottom up approach.

Adviser Profile

As of Date 03/30/2025
Adviser Type - Large advisory firm
Number of Employees 16
of those in investment advisory functions 14
Registration Arkansas, Terminated, 04/29/2019
Other registrations (1)
AUM* 244,700,000 44.45%
of that, discretionary 241,400,000 49.75%
Private Fund GAV* 260,030,000 45.84%
Avg Account Size 27,188,889 -35.80%
% High Net Worth 22.22% 100.00%
SMA’s No
Private Funds 7 5
Contact Info 501 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

164M 141M 117M 94M 70M 47M 23M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$169,400,000
Fund TypePrivate Equity Fund Count2 GAV$37,500,000
Fund TypeOther Private Fund Count4 GAV$53,130,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser SELLARONDA GLOBAL MANAGEMENT LP Hedge Fund273.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV273.2m AUM273.2m #Funds3
Adviser HONDIUS CAPITAL MANAGEMENT, LP Hedge Fund43.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV43.2m AUM155.7m #Funds4
Adviser VETERI PLACE CORPORATION Hedge Fund155.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV155.5m AUM155.5m #Funds6
Adviser HONTE ADVISORS LLC Hedge Fund703.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV703.8m AUM703.8m #Funds3
Adviser FIRST GROWTH CAPITAL LLC Hedge Fund3.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.0m AUM217.6m #Funds1
Adviser TRIVANT CUSTOM PORTFOLIO GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM217.5m #Funds-
Adviser APPLIED FUNDAMENTAL RESEARCH, LLC Hedge Fund104.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV104.2m AUM150.0m #Funds2
Adviser SKYOAK CAPITAL, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM196.3m #Funds-
Adviser ALPINE PEAKS CAPITAL, LP Hedge Fund200.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV200.5m AUM164.3m #Funds4
Adviser OCTAGON ASSET MANAGEMENT, LLC Hedge Fund5.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV5.5m AUM191.9m #Funds1

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker91688F104 Stock NameUPWORK INC $ Position$6,198,750 % Position8.00% $ Change-30.00% # Change-12.00%
Stck Ticker88076W103 Stock NameTERADATA CORP DEL $ Position$6,744,000 % Position8.00% $ Change24.00% # Change71.00%
Stck Ticker76122Q105 Stock NameRESOURCES CONNECTION INC $ Position$6,932,400 % Position8.00% $ Change-23.00% # Change0.00%
Stck Ticker90364P105 Stock NameUIPATH INC $ Position$4,635,000 % Position6.00% $ Change0.00% # Change23.00%
Stck Ticker90138F102 Stock NameTWILIO INC $ Position$4,895,500 % Position6.00% $ Change-9.00% # Change0.00%
Stck Ticker30226D106 Stock NameEXTREME NETWORKS $ Position$5,225,850 % Position6.00% $ Change2.00% # Change30.00%
Stck Ticker29260V105 Stock NameENDAVA PLC $ Position$4,906,765 % Position6.00% $ Change-6.00% # Change49.00%
Stck Ticker22207T101 Stock NameCOUCHBASE INC $ Position$5,068,366 % Position6.00% $ Change5.00% # Change4.00%
Stck Ticker45674M101 Stock NameINFORMATICA INC $ Position$4,537,000 % Position6.00% $ Change3.00% # Change53.00%
Stck Ticker98980F104 Stock NameZOOMINFO TECHNOLOGIES INC $ Position$3,850,000 % Position5.00% $ Change-16.00% # Change-11.00%

Brochure Summary