NEW YORK, NYCRD 110818Latest ADV December 26, 2025
Circle Advisers Inc is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated December 26, 2025, reports $868M in regulatory assets under management, 8 employees, 7 offices, and 1,156 accounts.
Assets Under Management
$868M
Employees
8
Offices
7 offices
Total Clients
348
Primary office
NEW YORK, NY
420 LEXINGTON AVENUE, SUITE 2500, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
348
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$868Mas of December 26, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$868M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$868M
Total Accounts1,156
10Y AUM Change+$447M (+105.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.