CIRCLE N ADVISORS, LLC
CRD #271027 SEC #801-101534 FISHKILL, NY 845-897-1560
SEC Registered
Total AUM
$85M
Discretionary
$85M
Employees
3
Clients
--
Accounts
108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $85M | $85M | $0 | 3 | 0 |
| Mar 2025 | $85M | $85M | $0 | 3 | 0 |
| Mar 2024 | $107.1M | $107.1M | $0 | 3 | 0 |
| Mar 2023 | $104.3M | $104.3M | $0 | 3 | 0 |
| Mar 2022 | $115.7M | $115.7M | $0 | 3 | 0 |
| Mar 2021 | $96.6M | $96.6M | $0 | 3 | 0 |
| Jun 2020 | $51.6M | $51.6M | $0 | 3 | 0 |
| Apr 2020 | $51.6M | $51.6M | $0 | 3 | 0 |
| Sep 2019 | $64.6M | $64.6M | $0 | 3 | 0 |
| Mar 2019 | $64.6M | $64.6M | $0 | 3 | 0 |
| Mar 2018 | $87.4M | $87.4M | $0 | 3 | 0 |
| Mar 2017 | $78.1M | $78.1M | $0 | 4 | 200 |
| Mar 2016 | $86.9M | $86.9M | $0 | 3 | 200 |
| Jul 2015 | $105.4M | $105.4M | $0 | 3 | 200 |
| Jul 2015 | $105.4M | $105.4M | $0 | 3 | 200 |
| Jul 2015 | $105.4M | $105.4M | $0 | 3 | 200 |
| Jul 2015 | $105.4M | $105.4M | $0 | 3 | 200 |
DateNov 2025
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$78.1M
Discretionary$78.1M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$86.9M
Discretionary$86.9M
Non-Disc.$0
Employees3
Clients200
DateJul 2015
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees3
Clients200
DateJul 2015
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees3
Clients200
DateJul 2015
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees3
Clients200
DateJul 2015
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees3
Clients200