Circle N Advisors, LLC
● SEC registered since 2015CRD 271027SEC# 801-101534Fishkill, NY
Reg. AUM
$94.2M
Employees
3
Accounts
106
Location
Fishkill, NY
Circle N Advisors, LLC assets under management
Circle N Advisors, LLC is a registered investment adviser overseen by the SEC based in Fishkill, NY. The firm has been registered since 2015. It reports $94.2 million in regulatory assets under management and employs 3 people.
Circle N Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Iver Frumberg Control | Managing Member, Ceo | Over 75% | 2015 |
| Debra Ann McFadden | Coo | Under 5% | 2024 |
| James David McFadden | Cco | Under 5% | 2015 |
Frequently asked questions
How much does Circle N Advisors, LLC manage?
Circle N Advisors, LLC reports $94.2 million in regulatory assets under management on its Form ADV.
How many employees does Circle N Advisors, LLC have?
Circle N Advisors, LLC reports 3 employees.
Where is Circle N Advisors, LLC located?
Circle N Advisors, LLC is based in Fishkill, NY and has been SEC-registered since 2015.
Does Circle N Advisors, LLC disclose fund performance?
Circle N Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1065 Main Street, Suite F, Fishkill, NY 12524 |
| Phone | 845-897-1560 |
| Fax | 845-897-1580 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$94.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$94.2Mregulatory AUM
Discretionary $94.2M