Circle Wealth Management, LLC
Circle Wealth Management, LLC is a New Jersey-based registered investment adviser with offices in Summit, NJ and New York City. Founded in 2006, the firm provides customized wealth advisory, investment management, and family office services to high-net-worth individuals, multi-generational families, related trusts, foundations, and endowments. Circle offers a collaborative, comprehensive approach to planning, investment management, and financial education, integrating estate, tax, insurance, and charitable strategies. The firm is owned by Maria L. Kattan-Chrin and three other equity partners, and as of December 2024, managed 69 client relationships. Circle's team focuses on personalized service and long-term client relationships.
Investment Strategy
Circle Wealth Management employs a holistic, client-centered investment strategy. They begin by developing a deep understanding of each client’s financial situation, risk preferences, and investment goals, captured in a customized Investment Policy Statement (IPS). Circle offers both discretionary and non-discretionary management, conducting due diligence across asset classes (including cash, public and private equity, fixed income, credit, and real assets) and investment vehicles such as equities, debt securities, ETFs, mutual funds, hedge funds, private equity, and structured notes. They emphasize strategic asset allocation tailored to client objectives, manager selection, portfolio implementation, daily monitoring, and transparent reporting. Circle integrates estate, tax, insurance, and charitable considerations in their planning, working collaboratively with clients’ other advisors for a cohesive approach.
Top Holdings
Equity Positions (216)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 29.05% | $1.34B | 6,544,894 | $170.13 | $205.17 | -$116.5M |
I IWF | ISHARES TR | 11.82% | $546.5M | 1,287,223 | $265.93 | $424.58 | +$81.3M |
I IVV | ISHARES TR | 9.87% | $456.2M | 734,726 | $446.77 | $620.90 | +$43.4M |
S SPY | SPDR S&P 500 ETF TR | 9.59% | $443.3M | 717,427 | $304.26 | $617.85 | +$35.8M |
I IJH | ISHARES TR | 5.68% | $262.8M | 4,237,099 | $49.87 | $62.02 | +$14.7M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | New | Put | $102.6M | 5,000 | $205.17 | $205.17 | +5,000 | +$102.6M |
N NVDA | NVIDIA CORPORATION | New | Put | $237.0K | 15 | $157.99 | $157.99 | +15 | +$237.0K |