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Multi-Family Office

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Circle Squared

Circle Squared is a multi-family office with offices in Cambridge, New York, and St. Louis, investing across private equity, real estate, and private credit.

Overview

Circle Squared is an SEC-registered investment adviser with its headquarters in Morristown, New Jersey, since 2022.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Morristown

Corporate office

Cambridge, MA, United States

Additional offices

New York, NY, United States · St. Louis, MO, United States · McLean, VA, United States · Morristown, NJ, United States · Boston, MA, United States

Sector focus

Private EquityReal EstateVenture CapitalPrivate Credit

Frequently asked questions

Who runs investment decisions at Circle Squared?

The firm does not publicly disclose its leadership team or investment committee. Public records and the firm's own communications do not name any principals or decision-makers (public record).

Is Circle Squared structured as a single family office or a multi-family office?

Circle Squared operates as a multi-family office, serving a network of wealthy families and institutions across multiple U.S. cities (public record).

How does Circle Squared source proprietary deal flow?

The firm's geographically dispersed offices suggest a regional sourcing model, leveraging relationships with local intermediaries, sponsors, and family office networks. Specific sources are not disclosed (public record).

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