FULL CIRCLE ADVISORS, LLC
CRD #153830 SEC #801-71447 GREENWICH, CT 203-900-2100
SEC Registered
Total AUM
$133M
Discretionary
$133M
Employees
9
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLUM, RICHARD, ADAM | I | TRUSTEE OF THE BLUM FAMILY TRUST | NA | |
| BLUM, RICHARD, ADAM | I | TRUSTEE OF THE BLUM FAMILY TRUST | NA | |
| BLUM, RICHARD, ADAM | I | TRUSTEE OF THE BLUM FAMILY TRUST | NA | |
| BLUM, RICHARD, ADAM | I | TRUSTEE OF THE BLUM FAMILY TRUST | NA | |
| FAIA, SALVATORE, ROCCO | I | CHIEF COMPLIANCE OFFICER | NA | |
| FAIA, SALVATORE, ROCCO | I | CHIEF COMPLIANCE OFFICER | NA | |
| FAIA, SALVATORE, ROCCO | I | CHIEF COMPLIANCE OFFICER | NA | |
| FAIA, SALVATORE, ROCCO | I | CHIEF COMPLIANCE OFFICER | NA | |
| FAIA, SALVATORE, ROCCO | I | CHIEF COMPLIANCE OFFICER | NA | |
| FAIA, SALVATORE, ROCCO | I | CHIEF COMPLIANCE OFFICER | NA | |
| FAIA, SALVATORE, ROCCO | I | CHIEF COMPLIANCE OFFICER | NA | |
| FAIA, SALVATORE, ROCCO | I | CHIEF COMPLIANCE OFFICER | NA | |
| FELTON, GREGG, J | I | MANAGING MEMBER | NA | Control |
| FELTON, GREGG, J | I | MANAGING MEMBER | NA | Control |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STUART, MICHELE, G. | I | TRUSTEE OF JOHN E. STUART 2010 FAMILY TRUST | NA | |
| STUART, MICHELE, G. | I | TRUSTEE OF JOHN E. STUART 2010 FAMILY TRUST | NA | |
| STUART, MICHELE, G. | I | TRUSTEE OF JOHN E. STUART 2010 FAMILY TRUST | NA | |
| STUART, MICHELE, G. | I | TRUSTEE OF JOHN E. STUART 2010 FAMILY TRUST | NA | |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | E | Control |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | E | Control |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | E | Control |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | E | Control |
| BLUM, ROBERT, ANDREW | I | MANAGING MEMBER | D | Control |
| FELTON ASSET MANAGEMENT, LLC | DE | MEMBER | D | |
| FELTON ASSET MANAGEMENT, LLC | DE | MEMBER | D | |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | D | Control |
| BLUM FAMILY TRUST | DE | MEMBER | B | |
| BLUM FAMILY TRUST | DE | MEMBER | B | |
| BLUM FAMILY TRUST | DE | MEMBER | B | |
| BLUM FAMILY TRUST | DE | MEMBER | B | |
| BLUM FAMILY TRUST | DE | MEMBER | B | |
| BLUM FAMILY TRUST | DE | MEMBER | B | |
| BLUM FAMILY TRUST | DE | MEMBER | B | |
| BLUM FAMILY TRUST | DE | MEMBER | B | |
| BLUM FAMILY TRUST | DE | MEMBER | B | |
| BLUM, JOANNA, B | I | MEMBER | B | |
| BLUM, JOANNA, B | I | MEMBER | B | |
| BLUM, JOANNA, B | I | MEMBER | B | |
| BLUM, JOANNA, B | I | MEMBER | B | |
| BLUM, JOANNA, B | I | MEMBER | B | |
| FELTON ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| FELTON ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| FELTON ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| FELTON ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| FELTON ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| JOHN E. STUART 2010 FAMILY TRUST | DE | MEMBER | B | |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | B | Control |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | B | Control |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | B | Control |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | B | Control |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | B | Control |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | B | Control |
| STUART, JOHN, EDWARD | I | MANAGING MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BLUM, RICHARD, ADAM | I | THE BLUM FAMILY TRUST | F | Control |
| BLUM, RICHARD, ADAM | I | THE BLUM FAMILY TRUST | F | Control |
| BLUM, RICHARD, ADAM | I | THE BLUM FAMILY TRUST | F | Control |
| BLUM, RICHARD, ADAM | I | THE BLUM FAMILY TRUST | F | Control |
| BLUM, RICHARD, ADAM | I | THE BLUM FAMILY TRUST | F | Control |
| FELTON, MARLA | I | FELTON FAMILY 2008 TRUST | F | Control |
| FELTON, MARLA | I | FELTON FAMILY 2008 TRUST | F | Control |
| FELTON, MARLA | I | FELTON FAMILY 2008 TRUST | F | Control |
| FELTON, MARLA | I | FELTON FAMILY 2008 TRUST | F | Control |
| FELTON, MARLA | I | FELTON FAMILY 2008 TRUST | F | Control |
| FELTON, MARLA | I | FELTON FAMILY 2008 TRUST | F | Control |
| FELTON, MARLA | I | FELTON FAMILY 2008 TRUST | F | Control |
| STUART, MICHELE, G. | I | JOHN E. STUART 2010 FAMILY TRUST | F | Control |
| STUART, MICHELE, G. | I | JOHN E. STUART 2010 FAMILY TRUST | F | Control |
| STUART, MICHELE, G. | I | JOHN E. STUART 2010 FAMILY TRUST | F | Control |
| STUART, MICHELE, G. | I | JOHN E. STUART 2010 FAMILY TRUST | F | Control |
| STUART, MICHELE, G. | I | JOHN E. STUART 2010 FAMILY TRUST | F | Control |
| STUART, MICHELE, G. | I | JOHN E. STUART 2010 FAMILY TRUST | F | Control |
| STUART, MICHELE, G. | I | JOHN E. STUART 2010 FAMILY TRUST | F | Control |
| FELTON FAMILY 2008 TRUST | DE | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON FAMILY 2008 TRUST | DE | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON FAMILY 2008 TRUST | DE | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON FAMILY 2008 TRUST | DE | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON FAMILY 2008 TRUST | DE | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON FAMILY 2008 TRUST | DE | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON FAMILY 2008 TRUST | DE | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON, GREGG, J | I | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON, GREGG, J | I | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON, GREGG, J | I | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON, GREGG, J | I | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON, GREGG, J | I | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON, GREGG, J | I | FELTON ASSET MANAGEMENT, LLC | D | Control |
| FELTON, GREGG, J | I | FELTON ASSET MANAGEMENT, LLC | D | Control |
Registrations
Federal
IA
Mar 28, 2016 REGISTERED
Notice Filings (2)
CT DE
Address
102 GREENWICH AVE.2ND FLOOR
GREENWICH, CT 06830
United States
Phone: 203-900-2100