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Building 2SQUARE CIRCLE IA LP

Map pinBOSTON, MA
Phone617-918-7057
NotebookSEC #801-126286
Total AUM
$448.9M
Employees
3
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 NEWBURY STREET
4TH FLOOR
BOSTON
MA 02116
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-918-7057

ReceiptFinancials

Total AUM
$448.9M
Accounts
2
Discretionary
$448.9M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$448.9M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Performance-Based
Other Compensation
REIMBURSEMENT OF EXPENSES; BETA EXPOSURE MANAGEMENT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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