ACCELERATE GROWTH, SECURE FUTURES WITH CIRCLE LLC
STRATEGIC ASSET MANAGEMENT AND INVESTMENT EXPERTISE THAT TRANSFORMS LLCS INTO THRIVING, RESILIENT ENTERPRISES.
GET STARTED LEARN MORESTRATEGIC ASSET MANAGEMENT AND INVESTMENT EXPERTISE THAT TRANSFORMS LLCS INTO THRIVING, RESILIENT ENTERPRISES.
GET STARTED LEARN MOREFounded by a team of seasoned investors, Circle LLC has been protecting and growing LLC assets for over a decade, blending analytical rigor with personalized service. We partner with our clients to navigate market complexities and unlock lasting value, while upholding transparency and integrity at every step. Our proven record of disciplined investment and sustainable growth inspires confidence in every partnership.
We uphold integrity in everything we do
We uphold expertise in everything we do
Strategic allocation and management of LLC investments to maximize returns across diversified asset classes.
Customized risk management solutions to protect LLC assets from market volatility and operational uncertainties.
Streamlining LLC business processes to reduce costs, enhance productivity, and improve long-term scalability.
At Circle LLC, we take your privacy seriously. We collect and process your personal information in accordance with applicable data protection laws and regulations.
INFORMATION WE COLLECT: We may collect personal information such as your name, email address, phone number, and any other information you provide when contacting us or using our services.
HOW WE USE YOUR INFORMATION: Your information is used to provide our services, communicate with you, improve our offerings, and comply with legal obligations.
DATA PROTECTION: We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, or destruction.
YOUR RIGHTS: You have the right to access, correct, or delete your personal information. Contact us if you wish to exercise these rights.
Years of experience and deep industry knowledge to deliver exceptional results
Consistent, dependable service you can count on every single time
Honest, transparent business practices built on trust and respect
Premium solutions that exceed expectations and industry standards
Dedicated customer service team ready to assist you whenever needed
Cutting-edge approaches and modern solutions for today's challenges
Circle LLC offers comprehensive investment strategies, portfolio management, risk assessment, and asset allocation tailored for LLC owners, helping maximize returns while preserving capital across diverse asset classes.
Fees are based on a tiered model: 1% of assets under management for the first $5 million, 0.8% for the next $5 million, and 0.5% for amounts above $10 million.
Yes, all clients receive monthly dashboards via a secure portal, providing real‑time portfolio performance, transaction history, and compliance reports tailored to your LLC's investment objectives.
Circle invests across equities, fixed income, real estate, private equity, and alternative assets, ensuring diversification and alignment with your LLC’s risk tolerance and long‑term goals.
ADDRESS:
2475 Hanover Street 100 Palo Alto, CA 94304
PHONE:
(650) 320-1800
EMAIL:
[email protected]
WEBSITE:
https://hshmobilelab.com