Circle Advisers Inc
● SEC registered since 1983CRD 110818SEC# 801-18150New York, NY
Reg. AUM
$868.2M
Employees
8
Accounts
1,156
Location
New York, NY
Circle Advisers Inc assets under management
Circle Advisers Inc operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 1983. It reports $868.2 million in regulatory assets under management and employs 8 people.
Circle Advisers Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Surin Martin Control | Secretary | Under 5% | 2016 |
| Circle Consulting Group, Inc. Control | Owner | Over 75% | 1983 |
| Eric Scott Block Control | Chief Compliance Officer | Under 5% | 2004 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Circle Advisers Inc manage?
Circle Advisers Inc reports $868.2 million in regulatory assets under management on its Form ADV.
How many employees does Circle Advisers Inc have?
Circle Advisers Inc reports 8 employees.
Where is Circle Advisers Inc located?
Circle Advisers Inc is based in New York, NY and has been SEC-registered since 1983.
Does Circle Advisers Inc disclose fund performance?
Circle Advisers Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 420 Lexington Avenue, Suite 2500, New York, NY 10170 |
| Phone | 212-885-4200 |
| Fax | 212-885-4231 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$868.2MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$868.2Mregulatory AUM
Discretionary $0Non-discretionary $868.2M