THE CIRCUMFERENCE GROUP LLC

RIASEC RegisteredEst. 2018
Total AUM
$240M
Discretionary
$237M
99% of AUM
Avg account
$24M
Accounts
10
Employees
14
Advisory reps
4

Firm details

Headquarters
LITTLE ROCK, Arkansas
CRD number
159012
Registered since
July 26, 2018
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

3 of 4
  • KYLE MCNEESE

    Chief Financial OfficerCRD 6027442

  • HOLLY LARKIN

    Chief Operating OfficerCRD 6179840

  • JOHN LAMMERS

    Chief Investment OfficerCRD 4083288

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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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth