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Building 2CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

Map pinMORRISTOWN, NJ
Phone973-532-6840
NotebookSEC #801-80495
Total AUM
$66.8M
Employees
9
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 COMMUNITY PLACE
STE 7
MORRISTOWN
NJ 07960
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
973-532-6840

ReceiptFinancials

Total AUM
$66.8M
Accounts
7
Discretionary
$66.8M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$66.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
CONSULTING SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DE

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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