CIRCLE N ADVISORS, LLC

Overview

Circle N Advisors, LLC is a small, equity-focused registered investment adviser that provides portfolio management for individual and family clients as well as for small businesses and institutional entities. The firm charges fees based on a percentage of assets under management and concentrates its discretionary investing on exchange-traded securities. Circle N Advisors does not identify as an ESG investor and is organized as a limited liability company owned by an individual. It has been SEC-registered since 2015 and describes its advisory work primarily as direct portfolio management rather than broader capital-allocation or pension consulting. Investment activity tilts heavily toward public equities and managed separate accounts, with third-party hedge funds available as the firm’s primary alternative allocation. The firm is not structured as a multi-state adviser and does not report related-adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices