CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC
Firm details
- Headquarters
- MORRISTOWN, New Jersey
- CRD number
- 172454
- Registered since
- May 12, 2022
- Website
- www.circlesquaredalts.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JEFFREY SICA
President, CEO & CIOCRD 2454867
Contacts
1 of 1CHERYL COSTA
Director of OperationsCRD 2124335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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