Provided by Convergence Inc.
Institutional intelligence for the asset management industry

CIRCLE SQUARED ALTERNATIVE INVESTMENTS

Business and Investment Profile

The CIRCLE SQUARED ALTERNATIVE INVESTMENTS is a privately held investment adviser that advises $128.66mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CIRCLE SQUARED ALTERNATIVE INVESTMENTS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 28.97% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 16.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 20 COMMUNITY PLACE STE 7, MORRISTOWN, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Asset Profile

Their $128.66mn in assets advised are owned by 12 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $128.66mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Real Estate and FI/Credit - Diverse, representing 80.57% and 19.43% of total assets, respectively.

Client Profile

They advise Real Estate Fund fund type.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group does not disclose any type of fee.

Sub-Advisers

CIRCLE SQUARED ALTERNATIVE INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CIRCLE SQUARED ALTERNATIVE INVESTMENTS

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Circle Squared Alternative Investments, Circle, Squared
Generated 2026-09-12T06:53:07.6540807.  © 2026 Convergence.