Key facts
- Circle Advisers is a other based in New York, New York.
- Circle Advisers reports $407K in regulatory assets under management, per its SEC Form ADV (2025-12).
About Circle Advisers
Circle Advisers is an investment advisory firm based in New York City, New York. Established in 1982, the firm has been providing custom wealth management solutions to clients for over 30 years. As a family office, they provide expertise in cash flow management, investment, insurance, retirement planning, and related services. The assets are managed by its executive management team. The firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2025-12 · CRD 110818- Regulatory AUM
- $407K
- Private fund assets
- —
- Private funds
- —
- Staff
- 8
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CIRCLE ADVISERS INC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Circle Advisers are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is Circle Advisers's AUM?
- Circle Advisers manages approximately $820 in assets.