CIRCA CAPITAL, LLC

Overview

Circa Capital, LLC is an independent registered investment adviser that primarily serves high-net-worth individuals, families and select institutional clients. The firm combines portfolio management with financial planning and publishes periodic investment commentary. Its stated operating model leans toward discretionary management—100% of reported AUM is managed on a discretionary basis—so portfolio decisions are centrally directed by the adviser rather than acting solely on client-directed trades. Investment preferences skew heavily to publicly traded equities. Exchange-traded securities represent the dominant allocation, suggesting a core strategy built from individual stocks and ETFs rather than concentrated cash positions or broad allocations to illiquid vehicles. The firm does not identify as an active ESG investor, and its advisory footprint is relatively focused (not a multi-state or pension consultant adviser). Fee arrangements include both AUM-based billing and hourly charges for planning or project work, implying a mix of ongoing portfolio management and discrete advisory engagements.

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Public Holdings

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Location & Offices