RIA Intelligence

CIRCLEUP ADVISORS LLC

Legal name: CIRCLEUP

CRD #173380 SEC #802-114769 SAN FRANCISCO, CA 415-598-8611
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--

Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
--
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CALDBECK, RYANIMANAGING DIRECTOR OF CIRCLEUP ADVISORS LLCNA Control
CALDBECK, RYANIMANAGING DIRECTOR OF CIRCLEUP ADVISORS LLCNA Control
CALDBECK, RYANIMANAGING DIRECTOR OF CIRCLEUP ADVISORS LLCNA Control
CALDBECK, RYANIMANAGING DIRECTOR OF CIRCLEUP ADVISORS LLCNA Control
CALDBECK, RYANIMANAGING DIRECTOR OF CIRCLEUP ADVISORS LLCNA Control
EAKIN, LEROYIMANAGING DIRECTOR OF CIRCLEUP ADVISORS LLCNA Control
EAKIN, LEROYIMANAGING DIRECTOR OF CIRCLEUP ADVISORS LLCNA Control
ELLIOTT, ROBERT, THOMASIMANAGING DIRECTOR OF CIRCLEUP ADVISORSNA Control
HOWLAND, KAREN, EIMANAGING DIRECTORNA Control
HOWLAND, KAREN, EIMANAGING DIRECTORNA Control
HOWLAND, KAREN, EIMANAGING DIRECTORNA Control
HOWLAND, KAREN, EIMANAGING DIRECTORNA Control
HOWLAND, KAREN, EIMANAGING DIRECTORNA Control
LEE, BENJAMIN, SIMANAGING DIRECTORNA Control
LEE, BENJAMIN, SIMANAGING DIRECTORNA Control
LEE, BENJAMIN, SIMANAGING DIRECTORNA Control
LEE, BENJAMIN, SIMANAGING DIRECTORNA Control
LEE, BENJAMIN, SIMANAGING DIRECTORNA Control
MITCHELL, DANIEL, BRIANICHIEF FINANCIAL OFFICERNA Control
MITCHELL, DANIEL, BRIANICHIEF FINANCIAL OFFICERNA Control
MITCHELL, DANIEL, BRIANICHIEF FINANCIAL OFFICERNA Control
MITCHELL, DANIEL, BRIANICHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICERNA Control
ROBINSON, PATRICK, WALSHIMANAGING DIRECTORNA Control
ROBINSON, PATRICK, WALSHIMANAGING DIRECTORNA Control
ROBINSON, PATRICK, WALSHIMANAGING DIRECTORNA Control
ROBINSON, PATRICK, WALSHIMANAGING DIRECTORNA Control
ROBINSON, PATRICK, WALSHIMANAGING DIRECTORNA Control
CIRCLEUP NETWORK INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK, INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK, INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK, INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control
CIRCLEUP NETWORK, INC.DESOLE OWNER OF CIRCLEUP ADVISORS LLCE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
EAKIN, LEROYICIRCLEUP NETWORK INC.F Control
TALWAR, NICKICIRCLEUP NETWORK INC.F Control
TALWAR, NICKICIRCLEUP NETWORK INC.F Control
TALWAR, NICKICIRCLEUP NETWORK INC.F Control
TALWAR, NICKICIRCLEUP NETWORK INC.F Control
TALWAR, NICKICIRCLEUP NETWORK INC.F Control
CALDBECK, RYANICIRCLEUP NETWORK, INCD Control
CALDBECK, RYANICIRCLEUP NETWORK, INCD Control
CALDBECK, RYANICIRCLEUP NETWORK, INC.C Control
CALDBECK, RYANICIRCLEUP NETWORK, INC.C Control
CALDBECK, RYANICIRCLEUP NETWORK INC.C Control
EAKIN, LEROYICIRCLEUP NETWORK, INCC Control
EAKIN, LEROYICIRCLEUP NETWORK, INCC Control
EAKIN, LEROYICIRCLEUP NETWORK, INC.C
EAKIN, LEROYICIRCLEUP NETWORK, INC.C
EAKIN, LEROYICIRCLEUP NETWORK INC.C

Registrations

Federal

ERA
Mar 31, 2025 REGISTERED

Address

548 MARKET STREET
PMB60874
SAN FRANCISCO, CA 94104
United States
Phone: 415-598-8611