ADVISOR CIRCLE INC

Profile

Company Names

ADVISOR CIRCLE INC

Addresses

11 APEX DRIVE, SUITE 300A, MARLBOROUGH, MA 01752

11 APEX DRIVE, SUITE 300, MARLBOROUGH, MA 01752

Phone Numbers

(978) 419-1089

 

Entity Type:

CORPORATION

Industry:

OTHER

Year Incorporated:

2020

State Incorporated:

DELAWARE

Total Amount Raised:

$4,029,827.00

Number of Funding Rounds:

3
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
3
2024-01-17 
$1,042,500.00 
$1,042,500.00 
$0.00 
Equity 
2
2022-03-07 
$1,500,000.00 
$1,500,000.00 
$0.00 
 
1
2020-12-21 
$1,487,327.00 
$1,487,327.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
MATTHEW 
 
HOUGAN 
DIRECTOR
IAN 
 
LANSDELL 
DIRECTOR
MATTHEW 
 
MIDDLETON 
EXECUTIVE OFFICER, DIRECTOR
WILLIAM 
 
SWEET 
EXECUTIVE OFFICER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER 
 
DECLINE TO DISCLOSE 
Equity 
2024-01-17 
D
OTHER 
 
DECLINE TO DISCLOSE 
 
2022-03-07 
D
OTHER 
 
DECLINE TO DISCLOSE 
Equity 
2020-12-21 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#