# Circle Wealth Management

Circle Wealth Management is a Multi Family Office based in Summit, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Summit, United States
- **Region:** North America
- **Address:** 47 Maple Street, Suite 201, Summit, NJ 07901, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** circlewm.com
- **LinkedIn:** https://www.linkedin.com/company/circle-wealth-management-llc

## Regulatory record

- **CRD number:** 142878
- **SEC file number:** 801-67841
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142878

## About

Circle Wealth Management began in 2007 when Maria L. Kattan-Chrin and Ann Kaplan left Goldman Sachs to build an independent multi-family office. The firm serves families, trusts, and foundations with capital drawn from the partners' investment management careers. Services span allocation, estate planning, tax structuring, and generational governance. The firm commits to private equity partnerships, hedge funds, and direct co-investments or SPVs. It targets growth-stage opportunities in AgriTech & FoodTech, ClimateTech, Sports & Wellness, and Healthcare Services. Geographic focus remains North America. Confirmed positions include holdings in independent private equity and hedge fund managers alongside public equity exposures such as Apple and Microsoft. The team maintains offices in Summit and New York. Maria L. Kattan-Chrin chairs the Lehigh University Endowment Investment Committee and serves on boards including Dana Farber Cancer Institute and Women Moving Millions. The firm belongs to the Family Wealth Alliance and operates an internal Circle Women's Forum. No operational events from the last 24 months appear in available records. The structure separates investment decisions from philanthropic vehicles. Direct co-investment access and fund-of-funds commitments sit alongside mission-related investing, creating a hybrid mandate that ties family governance directly to capital deployment.

## Sectors

- AgriTech & FoodTech
- ClimateTech
- Sports & Wellness
- Healthcare Services

## Offices

- New York, NY, United States

## People

- Maria L. Kattan-Chrin — Managing Partner
- Ann Kaplan — Partner

## Questions

### Who runs investment decisions at Circle Wealth Management?

Maria L. Kattan-Chrin serves as Managing Partner and principal owner. Ann Kaplan acts as Partner. Both previously worked at Goldman Sachs private wealth.

### Does Circle Wealth Management participate in fund commitments or only direct deals?

It participates in both. Confirmed investment types include private equity partnerships, hedge funds, fund-of-funds, and direct co-investments or SPVs.

### What investment stages does Circle Wealth Management typically target?

The firm focuses on growth and expansion stages. It also allocates across buyout, mezzanine, and venture strategies through partnerships.

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- [Sanabil Investments](https://altss.com/profile/sanabil-investments)
- [Sofina](https://altss.com/profile/sofina)

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Last updated: 2026-06-03T20:00:00.000Z

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