Circle Wealth Management
Circle Wealth Management is a multi-family office headquartered in Summit, United States. Founded in 2007 by former Goldman Sachs private wealth professionals, its capital derives from partners’ careers in investment management and advisory services.
Circle Wealth Management
Circle Wealth Management is a multi-family office headquartered in Summit, United States. Founded in 2007 by former Goldman Sachs private wealth professionals, its capital derives from partners’ careers in investment management and advisory services. The firm advises and allocates several billion dollars for high-net-worth families, trusts, and foundations, integrating portfolio management with estate, tax, and family governance planning across generations.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
—
Location
Region
North America
Country
—
City
Summit
Corporate office
47 Maple Street Suite 201
Frequently asked questions
What is Circle Wealth Management?
Circle Wealth Management is a multi family office headquartered in Summit.
When was Circle Wealth Management founded?
Circle Wealth Management was founded in 2007.
Where is Circle Wealth Management headquartered?
Circle Wealth Management is headquartered in Summit, in the North America region.
What does Altss track for Circle Wealth Management?
Altss maintains an OSINT-verified profile of Circle Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Circle Wealth Management's website?
Circle Wealth Management's public website is www.circlewm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Circle Wealth Management?
Circle Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Circle Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Circle Wealth Management?
Circle Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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