RIA Intelligence

CIRCLE ADVISERS INC

CRD #110818 SEC #801-18150 NEW YORK, NY 212-885-4200
SEC Registered
Total AUM
$868.2M
Discretionary
$0
Employees
8
Clients
101
Accounts
1,156

AUM Over Time

DateDec 2025
Total AUM$868.2M
Discretionary$0
Non-Disc.$868.2M
Employees8
Clients40
DateDec 2025
Total AUM$868.2M
Discretionary$0
Non-Disc.$868.2M
Employees8
Clients40
DateDec 2024
Total AUM$819.8M
Discretionary$0
Non-Disc.$819.8M
Employees9
Clients50
DateJan 2024
Total AUM$674.9M
Discretionary$0
Non-Disc.$674.9M
Employees9
Clients50
DateDec 2023
Total AUM$674.9M
Discretionary$0
Non-Disc.$674.9M
Employees9
Clients50
DateDec 2022
Total AUM$583.8M
Discretionary$0
Non-Disc.$583.8M
Employees10
Clients50
DateDec 2021
Total AUM$737.6M
Discretionary$0
Non-Disc.$737.6M
Employees9
Clients50
DateDec 2021
Total AUM$737.6M
Discretionary$0
Non-Disc.$737.6M
Employees9
Clients50
DateDec 2020
Total AUM$600.7M
Discretionary$0
Non-Disc.$600.7M
Employees9
Clients0
DateDec 2019
Total AUM$569.4M
Discretionary$0
Non-Disc.$569.4M
Employees9
Clients0
DateDec 2018
Total AUM$549.3M
Discretionary$0
Non-Disc.$549.3M
Employees9
Clients0
DateDec 2017
Total AUM$503.2M
Discretionary$0
Non-Disc.$503.2M
Employees9
Clients0
DateDec 2016
Total AUM$421.6M
Discretionary$0
Non-Disc.$421.6M
Employees8
Clients300
DateDec 2015
Total AUM$416.8M
Discretionary$0
Non-Disc.$416.8M
Employees7
Clients300
DateDec 2014
Total AUM$416M
Discretionary$0
Non-Disc.$416M
Employees8
Clients300
DateDec 2013
Total AUM$349.2M
Discretionary$0
Non-Disc.$349.2M
Employees6
Clients300
DateAug 2013
Total AUM$318.5M
Discretionary$0
Non-Disc.$318.5M
Employees6
Clients300
DateMar 2013
Total AUM$318.5M
Discretionary$0
Non-Disc.$318.5M
Employees6
Clients300
DateDec 2012
Total AUM$318.5M
Discretionary$0
Non-Disc.$318.5M
Employees6
Clients300
DateMar 2012
Total AUM$274.2M
Discretionary$0
Non-Disc.$274.2M
Employees6
Clients300
DateDec 2011
Total AUM$254.7M
Discretionary$0
Non-Disc.$254.7M
Employees6
Clients300
DateJun 2011
Total AUM$270.9M
Discretionary$0
Non-Disc.$270.9M
Employees10
Clients--
DateDec 2010
Total AUM$270.9M
Discretionary$0
Non-Disc.$270.9M
Employees10
Clients--
DateDec 2007
Total AUM$258.8M
Discretionary$0
Non-Disc.$258.8M
Employees10
Clients--
DateMar 2007
Total AUM$210.8M
Discretionary$0
Non-Disc.$210.8M
Employees10
Clients--
DateJan 2005
Total AUM$158.7M
Discretionary$0
Non-Disc.$158.7M
Employees10
Clients--
DateDec 2004
Total AUM$158.7M
Discretionary$0
Non-Disc.$158.7M
Employees10
Clients--
DateDec 2003
Total AUM$120.4M
Discretionary$0
Non-Disc.$120.4M
Employees10
Clients--