SQUARE CIRCLE IA LP

RIASEC RegisteredEst. 2022
Total AUM
$449M
Discretionary
$449M
100% of AUM
Avg account
$224M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
312718
Registered since
July 29, 2022
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Square Circle Ia LP is a limited partnership operating as a hedge fund and registered with the SEC in 2022. The firm targets institutional clients and functions primarily as a pooled-vehicle manager: it serves as a CPO/CTA, provides portfolio management for pooled investment vehicles, and acts as a sponsor, general partner or managing member for its funds. Compensation is driven by performance-based fees (with additional fee components noted), and the firm does not position itself as an ESG-focused manager. Investment activity centers on hedge fund strategies run through pooled vehicles rather than separately managed accounts. The firm allocates capital both through its own funds and to external managers in specific alternative credit niches. Its business footprint is focused and specialized, reflecting a small client base and concentrated asset relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ADAM HOROWITZ

    CFO & CCOCRD 5045930

Contacts

1 of 1
  • DONG HAN

    Limited PartnerCRD 4983397

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
105 Newbury St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth