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Building 2COLUMBUS CIRCLE INVESTORS

Map pinSTAMFORD, CT
Phone203-353-6000
NotebookSEC #801-47516
Total AUM
$2.3B
Employees
33
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
METRO CENTER
ONE STATION PL, 8TH FLOOR SOUTH
STAMFORD
CT 06902
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
203-353-6000

ReceiptFinancials

Total AUM
$2.3B
Accounts
39
Discretionary
$2.3B
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$6.9M
Investment Company Clients
5
AUM
$1.1B
Pooled Vehicle Clients
1
AUM
$24.3M
Pension/Profit Sharing Plan Clients
12
AUM
$512.7M
Charitable Organization Clients
5
AUM
$23.2M
Government Entity Clients
6
AUM
$143.1M
Corporation or Business Clients
7
AUM
$553.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
DELIVERY OF MODEL PORTFOLIOS FOR WRAP PROGRAMS AND OTHER CLIENTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTIAILNYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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