Square Circle Ia Lp
- Regulatory AUM
- $449M
- Discretionary
- $449M
- Clients
- 2
- Avg AUM / client
- $224M
- Accounts
- 2
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $449M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $388M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Anaxagoras Lp | Hedge Fund | Delaware | $320M | 1 |
| Oenopides Lp | Hedge Fund | Delaware | $68.4M | 3 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Horowitz, Adam, A. | Chief Compliance Officer; Chief Financial Officer; Chief Operating Officer | Mar 2022 (4y) | Less than 5% | |
| Han, Dong, Nmn | Trustee | Aug 2023 (3y) | ≈ 0% – 5% via Revocable Trust Of Dong Han U/A/D August 15, 2023 |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Square Circle Ia Gp Llc | General Partner | Dec 2020 | A | 75% or more |
| Revocable Trust Of Dong Han U/A/D August 15, 2023 | Limited Partner | Aug 2023 | A | Less than 5% |
| Revocable Trust Of Dong Han U/A/D August 15, 2023 | Managing Member | Aug 2023 | B | ≈ 56.25% – 100% via Square Circle Ia Gp Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Han, Dong, Nmn: 75% – 100% of Revocable Trust Of Dong Han U/A/D August 15, 2023 × 0% – 5% direct ≈ 0% – 5% of the firm
- Revocable Trust Of Dong Han U/A/D August 15, 2023: 75% – 100% of Square Circle Ia Gp Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $388M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Anaxagoras Lp | Hedge Fund | $320M | $0 | 1 |
| Oenopides Lp | Hedge Fund | $68.4M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • REIMBURSEMENT OF EXPENSES; BETA EXPOSURE MANAGEMENT FEE
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗