Circle Squared Alternative Investments Revenue
Investment Management • 
Morristown, New Jersey, United States • 1-10 Employees
Circle Squared Alternative Investments revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contacts at Circle Squared Alternative Investments
Jeff Sica
Chief Executive Officer/Chief Investment Officer
Cheryl Costa
Senior Vice President - Director Of Operations & Coo
Company overview
| Headquarters | 20 Community Place, Suite 7, Morristown, New Jersey 07960, US |
| Phone number | +19735326846 |
| Website | |
| NAICS | 5231 |
| SIC | 679 |
| Keywords | Wealth Management, Portfolio Management, Investment Advisory Services, Alternative Investment, Investment Education, Registered Investment Advisors, Alternative Investment Solutions, Family Office Investment Strategies, Real Economy |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Circle Squared Alternative Investments Email Formats
Circle Squared Alternative Investments uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@circlesquaredalts.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@circlesquaredalts.com | 85.7% |
{first name}.{last name} | john.doe@circlesquaredalts.com | 14.3% |
About Circle Squared Alternative Investments
Founded by financial industry veteran Jeffrey Sica, Circle Squared connects sophisticated investors with what we have found to be some of the most difficult to access alternative strategies in the marketplace today. These strategies, particularly real estate, allow us to partner with successful real estate companies through co-investment structures. Through this, we work to align the interests between the sponsor and investor in an effort to create truly unique, exclusive partnerships. The information contained herein is provided for informational purposes only and should not be construed as personalized investment advice. Any opinions expressed by Jeff Sica are his alone, are subject to change without notice and do not necessarily represent those of Circle Squared Investment Alternative Investments, LLC (“CSQ”). Any forward-looking statements (including any predictions of future events) may not come to pass. CSQ is an SEC registered investment adviser with its principal place of business in the state of New Jersey. Registration does not imply that the firm or any person associated with the firm has achieved a certain level of skill or training. For information about CSQ’s registration status, please refer to the firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Circle Squared Alternative Investments has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Circle Squared Alternative Investments has never raised funding before.
Circle Squared Alternative Investments Tech Stack
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