Three Circles Capital Management, LLC
RIAState Registered
Total AUM
$3.7M
Discretionary
$3.7M
100% of AUM
Avg account
$1.9M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 138434
- Website
- threecirclescapital.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles90.91%
- Individuals9.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Three Circles Capital Management, LLC is a privately owned LLC that provides discretionary portfolio management to both individual/family clients and businesses or institutions. The firm charges asset-based fees alongside performance-based fees, and it reports no active ESG investing program. Its advisory scope is focused on portfolio management rather than broader capital-allocation or pension consulting services. The adviser is not registered as a multi-state firm and is described as individually owned.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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