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SQUARE CIRCLE IA LP

BOSTON, MA · CRD 312718 · IAPD ↗ · 617-918-7057

$448.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — SQUARE CIRCLE IA LP crossed $500M in regulatory AUM ($388.5M -> $511.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2024 — SQUARE CIRCLE IA LP reported RAUM up 76% ($220.5M -> $388.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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