Circularis Partners LP (Tampa)

Circularis Partners LP is a large advisory firm based in Tampa. It manages $290.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Florida.

Circularis Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Circularis Partners: assets under management

The assets under management (AUM) of Circularis Partners LP is $290.9 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Circularis Partners LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Circularis Partners serves?

The only and largest group of clients of Circularis Partners is pooled investment vehicles with 1 clients and $290.9 million of assets under management. Among the 14 most similar advisory firms, Circularis Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $290.9 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Circularis Partners also advises several private funds.

Careers at Circularis Partners LP

The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Circularis Manager Llc	General partner	1 Sep 2017	Other	82-2683551
Geoffrey Mark Duyk	Limited partner	1 Sep 2017	50% - 75%	6864336
Mark Stout Gudiksen	Chief compliance officer, limited partner	1 Sep 2017	Other	6864365
Mario Neutel Soares Portela	Limited partner	1 Sep 2017	Other	6865171

Based in Tampa

The principal office where Circularis Partners LP performs its advisory services is located at 1209 E. Cumberland Ave., Tampa, FL 33602, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-217-9147. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.