Circle N Advisors, LLC

Circle N Advisors, LLC is a registered investment adviser established in March 2015, offering the Long-Weighted Investment Strategy on a discretionary basis. The firm managed approximately $85 million in assets for 108 accounts as of December 31, 2024. Clients can impose reasonable restrictions on their accounts, and Circle N may manage accounts differently based on individual circumstances. The Long-Weighted Strategy aims for total return through income and gains or losses from the long portfolio, without options-based hedging. The firm uses a top-down and bottom-up approach for security selection, considering fundamental, technical, and economic analysis. Clients pay a base annual fee of 3.0% on the first $250,000 of assets, 2.5% on the next $750,000, and negotiable rates thereafter. Circle N does not charge performance-based fees and provides services to various client types, including individuals, trusts, and corporations. The firm exercises investment discretion based on clients' stated objectives and reviews accounts continuously. Clients retain the responsibility for voting securities, and Circle N does not vote proxies on their behalf. The firm emphasizes client privacy and maintains physical, electronic, and procedural safeguards to protect personal information. For further details, clients can contact Circle N Advisors at (845) 897-1560.