CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC
other names
- CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC
Adviser Profile
| Registration status | Registration Changed to CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC |
| As of Date | 12/09/2021 |
| ADV Location | MORRISTOWN, NJ, United States |
| Adviser Type - Related adviser | |
| Number of Employees | 9 |
| of those in investment advisory functions | 4 |
| AUM* | 66,806,264 |
| of that, discretionary | 66,806,264 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,543,752 |
| SMA’s | No |
| Private Funds | 0 7 |
| Contact Info | 973 xxxxxxx |
| Websites |
Client Types
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Reported AUM
67M
57M
48M
38M
29M
19M
10M
2015
2016
2017
2018
2019
2020
2021