FOUNDERS CIRCLE CAPITAL, LLC

1999 S. Bascom Avenue
Suite 700
Campbell, California 95008
Tel: 415-299-8311

About FOUNDERS CIRCLE CAPITAL, LLC

FOUNDERS CIRCLE CAPITAL, LLC, formally registered with the SEC as FOUNDERS CIRCLE CAPITAL, LLC. The firm was established in 07/11/2014. They have over 1 offices throughout the country.

FOUNDERS CIRCLE CAPITAL, LLC is a Campbell, California based Financial Planning firm with nearly $1,034,210,069 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166012
SEC#	801-80050
Assets Managed by Firm	$1,034,210,069
No. of Clients	22
No. of Advisors	15

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	22	$1,034,210,069

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