Founders Circle Capital, LLC
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Overview
Founders Circle Capital, LLC operates as a financial advisory firm that has its headquarters in Campbell, California. Founders Circle Capital, LLC handles $1.1 billion in assets throughout 21 accounts, making it one of the bigger firms in the country by assets under management (AUM). Founders Circle Capital, LLC has a small group, including 8 financial advisors. Founders Circle Capital, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, options and equities.
Founders Circle Capital, LLC manages all of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction choices for the client's account are made by an investment advisor without requiring client authorization. The investment advisory firm's typical account size is $53.4 million. The average advisor at Founders Circle Capital, LLC administers about three client accounts, making it one of the most individualized financial advisor firms in the country.
The company's main office is at 1999 S. Bascom Avenue, Campbell, California 95008. The company is legally permitted to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Founders Circle Capital, LLC by the Numbers
$1.1 billion
15
21
$53.4 million
Fee Structure
Financial management fees typically are based on which services the firm provides the client. However, fees charged by the firm most likely include the following fee types: asset-based or performance-based. Founders Circle Capital, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its 21 accounts, Founders Circle Capital, LLC's largest client by number of accounts is pooled investment vehicles. Just 9% of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Founders Circle Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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