CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MORRISTOWN, New Jersey
CRD number
172454
Registered since
May 12, 2022

Firm profile

FINTRX

Overview

Circle Squared Alternative Investments, LLC is an LLC-style adviser that focuses on managing and sponsoring pooled vehicles in the alternative space, with a clear tilt toward real estate and private placement activity. The firm acts as sponsor, general partner or managing member for pooled investment vehicles rather than operating primarily as a traditional wealth manager. Its SEC registration dates to 2022 and its operating profile indicates a narrow, manager-driven allocation approach: sponsoring funds, structuring offerings and taking on active roles in fund governance and operations. Investment activity centers on closed-end-style vehicles and private deals rather than broad public market portfolio management. That sponsor/adviser role implies the firm typically sources, structures and manages underlying real estate and private placement opportunities and then places those investments into funds or LPs it controls or advises.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JEFFREY SICA

    President, CEO & CIOCRD 2454867

Contacts

1 of 1
  • CHERYL COSTA

    Director of OperationsCRD 2124335

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MORRISTOWN, NJ

MORRIS

Location

MORRISTOWN, NJ

Headquartered in MORRISTOWN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MORRIS
Address
20 Community Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth