Circle Squared Alternative Investments, LLC

Circle Squared Alternative Investments, LLC (CRD# 172454) is a financial advisory firm headquartered in Morristown, NJ. They manage $23,159,994 in 1 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $23,159,994
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, TX

Financial Advisors at Circle Squared Alternative Investments, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.