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Circle Squared Alternative Investments provides access to curated alternative investment opportunities, primarily in private real estate and equity funds. The firm offers a consultative approach, sourcing and vetting deals. It connects qualified investors with strategies traditionally reserved for institutions, aligning sponsor and investor interests through co-investment structures.
Financial industry veteran Jeffrey Sica founded Circle Squared Alternative Investments in 2014. His insight was that sophisticated investors lacked access to high-quality strategies often reserved for institutions. He established the firm to bridge this market gap, providing qualified individuals and family offices with these exclusive opportunities.
Circle Squared Alternative Investments serves qualified high net worth clients and family offices seeking diversification. The firm provides guidance, identifying and delivering exclusive, high-quality alternative investments. Its vision centers on being a trusted partner for clients navigating complex private markets, ensuring aligned interests.
Circle Alternative Investments has 1 tracked investment across 1 company. The latest tracked deal is $47.0M Series A in NextRNA Therapeutics in February 2022.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Feb 1, 2022 | NextRNA Therapeutics | $47.0M Series A | Cobro Ventures, Drew Dennison, Lightchain Capital | Evans Capital Management, Jefferies LLC, Rivas Capital, Willett Advisors |