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.
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
20 Community Place, Suite 7
Morristown, New Jersey 07960, US
Keywords
Alternative InvestmentRegistered Investment AdvisorsInvestment Advisory ServicesAlternative Investment SolutionsPortfolio ManagementReal EconomyInvestment EducatioWealth ManagementFamily Office Investment Strategieswealth management