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CRD 290146
THE WOODLANDS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CIRCULARIS MANAGER LLC | GENERAL PARTNER | Na | yes | 09/2017 | Sep 29, 2017 | Mar 28, 2024 |
| Soares Portela, Mario, Neutel | Manager | F | yes | 10/2023 | Sep 29, 2017 | Mar 28, 2024 |
| Soares Portela, Mario, Neutel | LIMITED PARTNER | E | yes | 09/2017 | Sep 29, 2017 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 28, 2024 | $123M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $252M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $278M | $0 | 3 | 3 | 0 | n/a | n/a |
| 2020 | Mar 18, 2021 | $221M | $0 | 4 | 4 | 1 | n/a | n/a |
| 2019 | Mar 31, 2020 | $315M | $0 | 6 | 5 | 1 | n/a | n/a |
| 2018 | Mar 26, 2019 | $291M | $0 | 6 | 5 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $261M | $0 | 6 | 5 | 1 | 1 | $261M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $123M | $252M | -51.0% | $221M | -17.7% | 2 | 2 | 0 | 0 |