CIRCLE N ADVISORS, LLC

CIRCLE N ADVISORS, LLC of FISHKILL, NY is an SEC-registered investment adviser (CRD 271027). Regulatory assets under management: $94.2M.

Registration

• CRD: 271027
• SEC file number: 801-101534
• Type: Registered investment adviser
• Location: 1065 MAIN STREET, SUITE F, FISHKILL, NY, 12524
• Phone: 845-897-1560
• Latest filing: 2026-03-16
• Regulatory AUM: $94.2M
• Discretionary AUM: $94.2M
• Clients: 3
• Accounts: 106

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 271027 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search