CIRCULARIS PARTNERS LP

THE WOODLANDS, Texas·3 registered advisors·CRD# 290146
SEC# 801-1119850713-503-0891
01

Firm Overview

AUM
$123M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CIRCULARIS PARTNERS LP

3 registered advisors
Geoffrey Mark Duyk
TAMPA, Florida
Mario Neutel Soares Portela
THE WOODLANDS, Texas
Mark Stout Gudiksen
TAMPA, Florida
05

Office Locations

TAMPA, Florida
2 advisors
THE WOODLANDS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. CIRCULARIS PARTNERS LP (CRD# 290146) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.