Firm profile

HARRADEN CIRCLE INVESTMENTS, LLC

NEW YORK, NYCRD 310227Latest ADV March 31, 2026

Harraden Circle Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $563M in regulatory assets under management, 9 employees, and 11 accounts.

Assets Under Management
$563M
Employees
9
Offices
--
Total Clients
11
Primary office
NEW YORK, NY
885 THIRD AVENUE, SUITE 2600B, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCODavid Mogilensky
CFODavid Mogilensky
COOGeorge E. Roeck

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 81.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
81.8%
9
2
Corporations
18.2%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$563Mas of March 31, 2026
Discretionary100.0%
$563M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$563M
Total Accounts11
10Y AUM Change+$111M (+24.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee1:1
10Y Employee Change+2 (+28.6%)

* 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.