RIA Intelligence

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)

NameTypeTitle / StatusOwnershipControl
BLUM, RICHARD, ADAMITRUSTEE OF THE BLUM FAMILY TRUSTNA
BLUM, RICHARD, ADAMITRUSTEE OF THE BLUM FAMILY TRUSTNA
BLUM, RICHARD, ADAMITRUSTEE OF THE BLUM FAMILY TRUSTNA
BLUM, RICHARD, ADAMITRUSTEE OF THE BLUM FAMILY TRUSTNA
FAIA, SALVATORE, ROCCOICHIEF COMPLIANCE OFFICERNA
FAIA, SALVATORE, ROCCOICHIEF COMPLIANCE OFFICERNA
FAIA, SALVATORE, ROCCOICHIEF COMPLIANCE OFFICERNA
FAIA, SALVATORE, ROCCOICHIEF COMPLIANCE OFFICERNA
FAIA, SALVATORE, ROCCOICHIEF COMPLIANCE OFFICERNA
FAIA, SALVATORE, ROCCOICHIEF COMPLIANCE OFFICERNA
FAIA, SALVATORE, ROCCOICHIEF COMPLIANCE OFFICERNA
FAIA, SALVATORE, ROCCOICHIEF COMPLIANCE OFFICERNA
FELTON, GREGG, JIMANAGING MEMBERNA Control
FELTON, GREGG, JIMANAGING MEMBERNA Control
SEIDENBERG, PERPETUA, ANNICHIEF COMPLIANCE OFFICERNA Control
SEIDENBERG, PERPETUA, ANNICHIEF COMPLIANCE OFFICERNA Control
SEIDENBERG, PERPETUA, ANNICHIEF COMPLIANCE OFFICERNA Control
SEIDENBERG, PERPETUA, ANNICHIEF COMPLIANCE OFFICERNA Control
STUART, MICHELE, G.ITRUSTEE OF JOHN E. STUART 2010 FAMILY TRUSTNA
STUART, MICHELE, G.ITRUSTEE OF JOHN E. STUART 2010 FAMILY TRUSTNA
STUART, MICHELE, G.ITRUSTEE OF JOHN E. STUART 2010 FAMILY TRUSTNA
STUART, MICHELE, G.ITRUSTEE OF JOHN E. STUART 2010 FAMILY TRUSTNA
STUART, JOHN, EDWARDIMANAGING MEMBERE Control
STUART, JOHN, EDWARDIMANAGING MEMBERE Control
STUART, JOHN, EDWARDIMANAGING MEMBERE Control
STUART, JOHN, EDWARDIMANAGING MEMBERE Control
BLUM, ROBERT, ANDREWIMANAGING MEMBERD Control
FELTON ASSET MANAGEMENT, LLCDEMEMBERD
FELTON ASSET MANAGEMENT, LLCDEMEMBERD
STUART, JOHN, EDWARDIMANAGING MEMBERD Control
BLUM FAMILY TRUSTDEMEMBERB
BLUM FAMILY TRUSTDEMEMBERB
BLUM FAMILY TRUSTDEMEMBERB
BLUM FAMILY TRUSTDEMEMBERB
BLUM FAMILY TRUSTDEMEMBERB
BLUM FAMILY TRUSTDEMEMBERB
BLUM FAMILY TRUSTDEMEMBERB
BLUM FAMILY TRUSTDEMEMBERB
BLUM FAMILY TRUSTDEMEMBERB
BLUM, JOANNA, BIMEMBERB
BLUM, JOANNA, BIMEMBERB
BLUM, JOANNA, BIMEMBERB
BLUM, JOANNA, BIMEMBERB
BLUM, JOANNA, BIMEMBERB
FELTON ASSET MANAGEMENT, LLCDEMEMBERB
FELTON ASSET MANAGEMENT, LLCDEMEMBERB
FELTON ASSET MANAGEMENT, LLCDEMEMBERB
FELTON ASSET MANAGEMENT, LLCDEMEMBERB
FELTON ASSET MANAGEMENT, LLCDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
JOHN E. STUART 2010 FAMILY TRUSTDEMEMBERB
STUART, JOHN, EDWARDIMANAGING MEMBERB Control
STUART, JOHN, EDWARDIMANAGING MEMBERB Control
STUART, JOHN, EDWARDIMANAGING MEMBERB Control
STUART, JOHN, EDWARDIMANAGING MEMBERB Control
STUART, JOHN, EDWARDIMANAGING MEMBERB Control
STUART, JOHN, EDWARDIMANAGING MEMBERB Control
STUART, JOHN, EDWARDIMANAGING MEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BLUM, RICHARD, ADAMITHE BLUM FAMILY TRUSTF Control
BLUM, RICHARD, ADAMITHE BLUM FAMILY TRUSTF Control
BLUM, RICHARD, ADAMITHE BLUM FAMILY TRUSTF Control
BLUM, RICHARD, ADAMITHE BLUM FAMILY TRUSTF Control
BLUM, RICHARD, ADAMITHE BLUM FAMILY TRUSTF Control
FELTON, MARLAIFELTON FAMILY 2008 TRUSTF Control
FELTON, MARLAIFELTON FAMILY 2008 TRUSTF Control
FELTON, MARLAIFELTON FAMILY 2008 TRUSTF Control
FELTON, MARLAIFELTON FAMILY 2008 TRUSTF Control
FELTON, MARLAIFELTON FAMILY 2008 TRUSTF Control
FELTON, MARLAIFELTON FAMILY 2008 TRUSTF Control
FELTON, MARLAIFELTON FAMILY 2008 TRUSTF Control
STUART, MICHELE, G.IJOHN E. STUART 2010 FAMILY TRUSTF Control
STUART, MICHELE, G.IJOHN E. STUART 2010 FAMILY TRUSTF Control
STUART, MICHELE, G.IJOHN E. STUART 2010 FAMILY TRUSTF Control
STUART, MICHELE, G.IJOHN E. STUART 2010 FAMILY TRUSTF Control
STUART, MICHELE, G.IJOHN E. STUART 2010 FAMILY TRUSTF Control
STUART, MICHELE, G.IJOHN E. STUART 2010 FAMILY TRUSTF Control
STUART, MICHELE, G.IJOHN E. STUART 2010 FAMILY TRUSTF Control
FELTON FAMILY 2008 TRUSTDEFELTON ASSET MANAGEMENT, LLCD Control
FELTON FAMILY 2008 TRUSTDEFELTON ASSET MANAGEMENT, LLCD Control
FELTON FAMILY 2008 TRUSTDEFELTON ASSET MANAGEMENT, LLCD Control
FELTON FAMILY 2008 TRUSTDEFELTON ASSET MANAGEMENT, LLCD Control
FELTON FAMILY 2008 TRUSTDEFELTON ASSET MANAGEMENT, LLCD Control
FELTON FAMILY 2008 TRUSTDEFELTON ASSET MANAGEMENT, LLCD Control
FELTON FAMILY 2008 TRUSTDEFELTON ASSET MANAGEMENT, LLCD Control
FELTON, GREGG, JIFELTON ASSET MANAGEMENT, LLCD Control
FELTON, GREGG, JIFELTON ASSET MANAGEMENT, LLCD Control
FELTON, GREGG, JIFELTON ASSET MANAGEMENT, LLCD Control
FELTON, GREGG, JIFELTON ASSET MANAGEMENT, LLCD Control
FELTON, GREGG, JIFELTON ASSET MANAGEMENT, LLCD Control
FELTON, GREGG, JIFELTON ASSET MANAGEMENT, LLCD Control
FELTON, GREGG, JIFELTON ASSET MANAGEMENT, LLCD 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