About Advisor Circle
Advisor Circle is a private company based in Marlborough, Massachusetts, incorporated in 2020 in Delaware. It has reported $4,029,827 raised in three offerings on Form D since July 2021.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jan 17, 2024 | Apr 8, 2024 | $1,042,500fully sold | 3 | $347K | EquityRule 506(b) | Form D ↗ |
| Mar 7, 2022 | Mar 22, 2022 | $1,500,000fully sold | 1 | $1.5M | Options, Simple Agreement for Future EquityRule 506(b) | Form D ↗ |
| Dec 21, 2020 | Jul 30, 2021 | $1,487,327fully sold | 4 | $371K | EquityRule 506(b) | Form D ↗ |
| Total, three offerings | $4,029,827 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Advisor Circle's Form D filed Apr 8, 2024.
WS
William Sweet
Executive officer
IL
Ian Lansdell
Director
MH
Matthew Hougan
Director
MM
Matthew Middleton
President and director