SQUARE CIRCLE IA LP

105 Newbury Street
4th Floor
Boston, Massachusetts 02116
Tel: 617-918-7057

About SQUARE CIRCLE IA LP

SQUARE CIRCLE IA LP, formally registered with the SEC as SQUARE CIRCLE IA LP. The firm was established in 07/29/2022. They have over 1 offices throughout the country.

SQUARE CIRCLE IA LP is a Boston, Massachusetts based Financial Planning firm with nearly $388,499,707 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312718
SEC#	801-126286
Assets Managed by Firm	$388,499,707
No. of Clients	2
No. of Advisors	4

Fee Structure

Performance Based
Other (REIMBURSEMENT OF EXPENSES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$388,499,707

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