RIA Intel›Advisers›Connecticut›OPEN CIRCLE ADVISORS LLC

OPEN CIRCLE ADVISORS LLC

Advisory

NORTH HAVEN, CT

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in CT
#1,045
of 1,312 advisers by AUM
Average account
$512K
across 75 accounts
AUM per adviser
$19M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
21
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

PASCO ADVISORS, LLC
EAST WINDSOR, CT
$39M
BLAIR CAPITAL MANAGEMENT LLC
$39M
MCCLAIN VALUE MANAGEMENT, LLC
NEW CANAAN, CT
$39M
-44.6% 1Y
DC NELSON ASSET MANAGEMENT, LLC
WESTPORT, CT
$38M
+40.7% 1Y
D'AGOSTINO & MAZZONE, LLC
ROCKY HILL, CT
$38M
PEMIGEWASSET CAPITAL LLC
SOUTHPORT, CT
$39M
-7.9% 1Y

Get the full picture on OPEN CIRCLE ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track OPEN CIRCLE ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans