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 30, 2018, the firm has 6 employees and has $261 Million in Regulatory Assets Under Management (RAUM).


Form ADV Summary as of March 30, 2018

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)

261,400,000.00

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


Funds

TPG ALTERNATIVE AND RENEWABLE TECHNOLOGIES PARTNERS, L.P.

Private Equity Fund
Delaware
United States
GAV: $ 261,400,000 (reported: 2018-03-30)
34 Beneficial Owners
0% of clients invested
Directors/Managers: TPG ART DE AIV GENPAR, L.P., TPG ART GENPAR CAYFIR AIV, L.P., TPG ART GENPAR, L.P., TPG CIRCADIAN CAPITAL PARTNERS AIV, L.P.

Service Providers


Auditors

KPMG, LLP

FORT WORTH, Texas
United States


Custodians

BANCO SANTANDER (BRASIL) S.A.

SAO PAULO,
Brazil

JPMORGAN CHASE BANK, N.A.

HOUSTON, Texas
United States

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FORT WORTH, Texas
United States


Marketers

TPG CAPITAL BD, LLC

SAN FRANCISCO, California
United States

Control Persons

Direct Owners

CIRCULARIS MANAGER LLC

CONTROL PERSON

GENERAL PARTNER (since 09/2017)
Ownership Percentage: Less than 5%

GEOFFREY MARK DUYK

LIMITED PARTNER (since 09/2017)
Ownership Percentage: More than 50% but less than 75%

MARIO NEUTEL SOARES PORTELA

LIMITED PARTNER (since 09/2017)
Ownership Percentage: More than 10% but less than 25%

MARK STOUT GUDIKSEN

CONTROL PERSON

CHIEF COMPLIANCE OFFICER, LIMITED PARTNER (since 09/2017)
Ownership Percentage: More than 10% but less than 25%


Indirect Owners

GEOFFREY MARK DUYK

CONTROL PERSON

MANAGER (since 09/2017)
Owned through: CIRCULARIS MANAGER LLC
Ownership Percentage: Other

GEOFFREY MARK DUYK

MEMBER (since 09/2017)
Owned through: CIRCULARIS MANAGER LLC
Ownership Percentage: 75% or more


Other Offices

Public Office

RUA SENADOR VERGUEIRO 437
ALTO DA BOA VISTA
SAO PAULO 04739-060
BRAZIL
Phone: +55 11 95301 3