Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Circle's fees are based on overall assets under management, typically ranging from 0.24% to 0.85% annually. Fees are prorated and invoiced quarterly in advance. When services beyond investment management are needed, such as consulting or family office services, a flat annual fee is determined based on complexity and client requirements. All fees are mutually agreed upon and can vary based on specific circumstances.
Areas of Practice
Advisor Information
Office location
126 East 56th Street, 21st Floor, New York, NY, 10022
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a partner at Circle VenCap, LLC, a senior advisor at Century Equity Partners, and an advisory board member at AIRE Labs Limited. He spends minimal time on each of these roles, all during security trading hours.