Adviser Profile
| As of Date | 12/28/2024 |
| Registration status | Registration Changed to CIRCULARIS PARTNERS LP |
| ADV Location | TAMPA, FL, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 123,441,545 -51% |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 123,441,545 -51% |
| % High Net Worth | 8.70% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
315M
270M
225M
180M
135M
90M
45M
2017
2018
2019
2020
2021
2022
2023
2024
Private Funds
Employees
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