SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Eli Circle Capital, LP
Los Angeles, CA
CRD 326553
Firm filing updated March 16, 2026 ·
- $209MAssets
- 3Clients
- 4Advisory staff
- 3Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals1
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 1 | $2.9 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $196.6 million |
| Other: "FAMILY OFFICE" | 1 | $9.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$209.0 million
- Accounts3
- Discretionary$199.6 million · 2 accounts
- Non-discretionary$9.4 million · 1 accounts
People
- Employees4
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 326553, SEC file 801-132712.
- Registered with the SEC as an investment advisor (status date on record: May 5, 2025).
Is Eli Circle Capital, LP a fiduciary?
Short answer: Eli Circle Capital, LP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.