Skip to content
OC
RIA · CRD 150623State-Registered Investment Adviser

Updated:

Open Circle Wealth Partners

OPEN CIRCLE WEALTH PARTNERS is a state-registered investment adviser in NORTH HAVEN, CT. The firm manages approximately $38 million in regulatory assets.

Overview

OPEN CIRCLE WEALTH PARTNERS is a state-registered investment adviser in NORTH HAVEN, CT. The firm manages approximately $38 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

City

North Haven

Frequently asked questions

Who runs investment decisions at Open Circle Wealth Partners?

No named principals or investment professionals have been publicly identified. The firm does not disclose leadership on any public platform. Without named operators, the decision-making structure remains unknown.

What investment stages does Open Circle Wealth Partners typically target?

No investment stage preferences have been disclosed. The firm has no publicly recorded portfolio companies, deal activity, or strategy documentation. All investment parameters remain unverifiable.

Does Open Circle Wealth Partners participate in fund commitments or only direct deals?

No fund commitments or direct investments have been publicly recorded. The firm's investment vehicle structure is unknown. All deal participation patterns remain undisclosed.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research Open Circle Wealth Partners in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More RIA profiles