THE CIRCUMFERENCE GROUP LLC
Firm details
- Headquarters
- LITTLE ROCK, Arkansas
- CRD number
- 159012
- Registered since
- July 26, 2018
- Website
- circumferencegroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles98.75%
- Other1.25%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Circumference Group LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2018. The firm operates as a multi-strategy manager, combining hedge fund and private equity activity and serving institutional clients. Its advisory work is focused on portfolio management for pooled investment vehicles; the firm also acts as sponsor, general partner and managing member of those vehicles. Compensation mixes a percentage-of-assets fee with performance-based fees. The manager is not identified as an active ESG investor and does not present itself as a multi-state adviser.
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
- Non-Exchange Traded Equities100%
Owners & executives
3 of 4KYLE MCNEESE
Chief Financial OfficerCRD 6027442
HOLLY LARKIN
Chief Operating OfficerCRD 6179840
JOHN LAMMERS
Chief Investment OfficerCRD 4083288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LITTLE ROCK, AR
PULASKI
Location
LITTLE ROCK, AR
Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- PULASKI
- Address
- 1 Information Way
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
IPSEN ADVISOR GROUP
RIALITTLE ROCK, AR
MILLENNIUM CAPITAL ADVISORS, LLC
RIALITTLE ROCK, AR
FOREST HILL CAPITAL, LLC
RIALITTLE ROCK, AR
FINANCIAL MANAGEMENT, INC.
RIALITTLE ROCK, AR
MENDEL CAPITAL MANAGEMENT, LLC
RIALITTLE ROCK, AR
BROWN CAPITAL MANAGEMENT, LLC
RIALITTLE ROCK, AR