Circle Squared Alternative Investments, LLC is a related adviser based in Morristown. It manages $37.04 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New Jersey.
Circle Squared Alternative Investments provides financial planning services, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, educational seminars and workshops, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Circle Squared Alternative Investments, LLC is $37.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1752% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Circle Squared Alternative Investments, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Circle Squared Alternative Investments is pooled investment vehicles with 4 clients and $37.04 million of assets under management. Among the 1 most similar advisory firms, Circle Squared Alternative Investments has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $37.04 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Circle Squared Alternative Investments also advises several private funds. Namely, five real estate funds. The minimum investment commitment required of non-related persons ranges from $40,000 to $100,000.
The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Circle Squared Alternative Investments, LLC performs its advisory services is located at 67 E. Park Pl, Morristown, NJ 07960, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-532-6840 or by fax 973-889-1010. The normal business hours are 8:30 am - 5 pm on Monday - Friday. You can find more information about the New York firm at circlesquaredalts.com.