Firm Overview

CIRCULARIS PARTNERS LP is an SEC Registered Investment Adviser (RIA). The firm is based in TAMPA FL UNITED STATES. As of the firm's last SEC filing on March 26, 2019, the firm has 6 employees and has $291 Million in Regulatory Assets Under Management (RAUM).


Form ADV Summary as of March 26, 2019

Address Information

MAIN ADDRESS

1209 E. CUMBERLAND AVE.
UNIT 2801
TAMPA FL 33602
UNITED STATES
415-217-9147

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Adviser Information

Legal Name

CIRCULARIS PARTNERS LP

Business Name

CIRCULARIS PARTNERS LP

Jurisdiction/Type

DE Limited Partnership

Website(s)

SEC Status

Registered - Approved

Registration Date

2017-10-27

Registration Information

SEC Number

801-111985

CRD Number

290146

Public Reporting Company

No

CIK Number

LEI Number

Legal Structure and Domicile

Legal Structure

Limited Partnership

Legal Domicile Country

United States

Legal Domicile State/Province

DE

Key Figures Summary

Regulatory Assets Under Management (RAUM)

290,900,000.00

Number of Employees

6 (Advisory: 5)

Number of Clients

0

Number of Accounts

1

Services, Fees, and Clients

Services Offered

  • Portfolio Management - Pooled Investment Vehicles

Fee Type Charged

  • Percentage of AUM
  • Performance-based Fees

Client Types

  • Pooled Investment Vehicles

Significant Red Flags

Disclosure Reporting Pages (DRPs)

  • None

Potential Conflicts

  • Transactions in Recommended Securities
  • Recommend Owned Securities