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ELI CIRCLE CAPITAL, LP

LOS ANGELES, CA · CRD 326553 · IAPD ↗ · elicirclecap.com · 310-571-5914

$209.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — ELI CIRCLE CAPITAL, LP reported RAUM up 48% ($141.0M -> $209.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
June 2025 — ELI CIRCLE CAPITAL, LP (LOS ANGELES, CA) is newly SEC-registered with $141.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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