Overview
Assets Under Management: $5.4 billion
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 6
Average Client Assets: $8.7 million
Frequently Asked Questions
COLUMBUS CIRCLE INVESTORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111878), COLUMBUS CIRCLE INVESTORS is subject to fiduciary duty under federal law.
COLUMBUS CIRCLE INVESTORS is headquartered in STAMFORD, CT.
COLUMBUS CIRCLE INVESTORS serves 6 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, COLUMBUS CIRCLE INVESTORS offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
COLUMBUS CIRCLE INVESTORS manages $5.4 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, COLUMBUS CIRCLE INVESTORS serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.96%
Average Client Assets: $8.7 million
Total Client Accounts: 67
Discretionary Accounts: 67
Regulatory Filings
CRD Number: 111878
Filing ID: 1167774
Last Filing Date: 2018-03-29 05:24:00