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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 24, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| ALIOTO, MARIA, D | I | SECRETARY | NA | |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLOCK, ERIC, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, CHARLES, SURIN | I | SECRETARY | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT AND TREASURER | NA | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| CIRCLE CONSULTING GROUP, INC. | DE | OWNER | E | Control |
| MARTIN, THOMAS, BAXTER | I | PRESIDENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | E | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | D | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | D | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | D | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | D | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | D | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | D | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | D | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | D | Control |
| MARTIN, THOMAS, BAXTER | I | CIRCLE CONSULTING GROUP, INC. | D | Control |
| CRAUMER, ERNEST, EDGAR | I | CIRCLE CONSULTING GROUP, INC. | C | |
| GERRISH, CAMPBELL, THORNTON | I | CIRCLE CONSULTING GROUP, INC. | C | |
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | C | Control |
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | C | Control |
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | C | Control |
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | C | Control |
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | C | Control |
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | C | Control |
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | C | Control |
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | C | Control |
| MARTIN, CHARLES, SURIN | I | CIRCLE CONSULTING GROUP, INC. | C | Control |
| SCHARF, BRUCE, HOWARD | I | CIRCLE CONSULTING GROUP, INC. | C |
Registrations
Federal
IA
Dec 24, 2025 REGISTERED
Notice Filings (13)
CA CO CT FL LA MA NH NJ NY PA TX VA VT
Address
420 LEXINGTON AVENUESUITE 2500
NEW YORK, NY 10170
United States
Phone: 212-885-4200