Circle Squared Alternative Investments - aVenture Asset Manager Research
Location
Morristown, NJ, US
Founded
2014
Circle Squared Alternative Investments focuses on alternative investments for qualified high net worth clients and family offices. The firm offers access to opportunities beyond traditional public markets, specializing in portfolio management and financial planning services. Their investment strategy emphasizes real economy assets, including multifamily real estate projects.
Notable portfolio companies include Nextrna Therapeutics, which has raised $46.8 million. Circle Squared's expertise in alternative investments allows them to provide unique value to their clients by identifying and facilitating access to high-quality investment opportunities outside of conventional stock and bond markets. The firm's approach aims to diversify portfolios and potentially enhance returns through carefully selected alternative assets.
Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series A1 (100.0%)
Stage Mix
Series A 100%
Concentration shown as share of disclosed investments by stage.