Cirrus Capital LLC

RIASEC RegisteredEst. 2025
Total AUM
$170M
Discretionary
$170M
100% of AUM
Avg account
$191K
Accounts
893
Employees
6
Advisory reps
5

Firm details

Headquarters
Bloomfield Hills, Michigan
CRD number
288297
Registered since
June 2, 2025
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals51.08%
  • HNWI45.25%
  • Pension & Profit Sharing Plans3.67%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cirrus Capital LLC is an independent, owner-operated registered investment adviser structured as an LLC and identified as a capital allocator. The firm serves both individual/family and institutional clients and provides portfolio management, pension consulting support, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Cirrus Capital reports no focus on ESG integration. The firm lists an industry affiliation with an insurance company and indicates it works with external managers when allocating capital to alternatives and other third-party strategies. Cirrus Capital became SEC-registered in 2025.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 34%, Cash & Cash Equivalents 5%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Derivatives 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents5%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%

Owners & executives

1 of 1
  • Paul Dziepak

    Paul Dziepak

    Chief Financial OfficerCRD 6077242

Contacts

3 of 4
  • William Hubbard

    William Hubbard

    Portfolio ManagerCRD 5709420

  • Gregory Oray

    Gregory Oray

    Financial AdvisorCRD 5853327

  • John LeClercq

    John LeClercq

    Associate AdvisorCRD 6617575

Unlock 1 more contacts

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

Bloomfield Hills, MI

Oakland

Location

Bloomfield Hills, MI

Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
33 Bloomfield Hills Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth