CIRRUS CAPITAL LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 288297
- Registered since
- June 2, 2025
- Website
- www.cirruscapital.us
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals51.08%
- HNWI45.25%
- Pension & Profit Sharing Plans3.67%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cirrus Capital LLC is a limited liability company that registers with the SEC (registration recorded in 2025) and operates as a capital allocator for both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses, offers pension consulting and conducts selection of other advisers. Its billing mixes asset-based fees with hourly, fixed and other fee arrangements. The firm is not identified as an active ESG investor and is not shown as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities34%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1PAUL DZIEPAK
Chief Financial OfficerCRD 6077242
Contacts
3 of 4WILLIAM HUBBARD
Portfolio ManagerCRD 5709420
John LeClercq
Associate AdvisorCRD 6617575
CHRIS BERKEL
PresidentCRD 4989701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
OAKLAND
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 40900 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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