Circle Advisers Inc

CRD 110818 · New York, NY · $868.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110818
SEC number: 801-18150
Firm type: RIA
Assets under management: $868.2M as of Dec 26, 2025
Website: www.cadvinc.com ↗
Phone: 212-885-4200
Address: 420 Lexington Avenue, New York, NY, 10170

Advisors at this firm

7 in our index · page 1 of 1

Carson Paul BidawidCRD 6708300 · New York, NY

IA Registered
Eric Scott BlockCRD 1510791 · New York, NY

IA Registered
Patricia E. EidenCRD 7855419 · New York, NY

IA Registered
Jeffrey Marc GoldenCRD 2244458 · New York, NY

IA Registered
Charles Surin MartinCRD 5815459 · New York, NY

IA Registered
Thomas Baxter MartinCRD 321626 · New York, NY

IA Registered

Disclosure event(s) on record
Richard Leroy SendellCRD 2318291 · New York, NY

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 110818 ↗ FINRA BrokerCheck record for firm CRD 110818 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.