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Circle Advisers Inc

● SEC registered since 1983CRD 110818SEC# 801-18150New York, NY
Export (members)
Reg. AUM
$868.2M
Employees
8
Accounts
1,156
Location
New York, NY

Circle Advisers Inc assets under management

Circle Advisers Inc operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 1983. It reports $868.2 million in regulatory assets under management and employs 8 people.

Circle Advisers Inc owners & executives

5 reported
NameTitleOwnershipSince
Charles Surin Martin ControlSecretaryUnder 5%2016
Circle Consulting Group, Inc. ControlOwnerOver 75%1983
Eric Scott Block ControlChief Compliance OfficerUnder 5%2004
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Frequently asked questions

How much does Circle Advisers Inc manage?

Circle Advisers Inc reports $868.2 million in regulatory assets under management on its Form ADV.

How many employees does Circle Advisers Inc have?

Circle Advisers Inc reports 8 employees.

Where is Circle Advisers Inc located?

Circle Advisers Inc is based in New York, NY and has been SEC-registered since 1983.

Does Circle Advisers Inc disclose fund performance?

Circle Advisers Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address420 Lexington Avenue, Suite 2500, New York, NY 10170
Phone212-885-4200
Fax212-885-4231
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$868.2M
Total (RAUM)$868.2M