← Tributary

CIRCULARIS PARTNERS LP

THE WOODLANDS, TX · CRD 290146 · IAPD ↗ · circularis.com · 713-503-0891

$123.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
January 2025 — CIRCULARIS PARTNERS LP (THE WOODLANDS, TX) left the SEC roster (was $123.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
April 2024 — CIRCULARIS PARTNERS LP reported RAUM down 51% ($252.0M -> $123.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.