Company Name:
CIRCLEUP
Alternative Name:
CIRCLEUP ADVISORS LLC
Address:
PMB60874, 548 MARKET STREET, SAN FRANCISCO CA 94104
CRD Number:
173380/ 161785
SEC Number:
802-114769
Financial Regulator:
SEC/ FINRA
Website:
https://circleup.com/growth-partners/
Registration started
Ended
2013
2014
2015
2016
2017
2018
CDR: 2671237
ANN FOLEY
ANN MARIE HERRMAN ANNE MARIE MAZZONE ANN MARIE REYNOLDS
started on 2013-05-02
CDR: 4911146
RICHARD BRYANT
AUSTIN BRYANT
started on 2013-06-19
CDR: 5949750
RYAN CALDBECK
started on 2013-05-02
CDR: 5540518
Tracy Rubin
started on 2013-09-24
CDR: 5907053
CHRISTOPHER PACHINGER
CHRIS PACHINGER
started on 2013-09-19
CDR: 3143679
EDWARD SMITH
ED SMITH EDWARD MERRILL SMITH JR
started on 2013-05-02
CDR: 3112857
LEROY EAKIN
RORY EAKIN
started on 2013-05-02
CDR: 5851001
MEGAN ROESKE
MEGAN LOBBREGT ZITO
started on 2013-06-14
CDR: 6150163
KATHERINE JOHNSON
KATHERINE FRANCES FITZGERALD KATIE FITZGERALD
started on 2013-06-14
CDR: 5352247
PATRICK ROBINSON
PAT WALSH ROBINSON PATRICK W ROBINSON
started on 2013-09-24
CDR: 4842120
BENJAMIN LEE
BEN LEE
started on 2013-06-14
CDR: 4911146
RICHARD BRYANT
AUSTIN BRYANT
ended on 2013-09-13
CDR: 5971287
Zubin Beesla
started on 2014-01-01
CDR: 5979032
ERIC SACCO
ERIC F SACCO
started on 2014-09-18
CDR: 2843305
JILL DEMAYO
JILL E DEMASIO JILL ELLEN DEMASIO
started on 2014-11-19
CDR: 5384231
SAMUEL WANG
SAM WANG
started on 2014-09-25
CDR: 4801079
TALIA BRANDT
TALIA ANN WILLIAMS
started on 2014-06-06
CDR: 5837852
ALLISON FITCH
ALLISON C FITCH ALLISON FITCH Al Fitch
started on 2014-09-03
CDR: 5962915
ZACHARY GRANNIS
started on 2014-02-07
CDR: 5907512
RAN WANG
RYEN WANG
started on 2014-09-18
CDR: 5382646
DARA GROSSMAN
DARA SCHWARTZ
started on 2014-08-13
CDR: 6295097
JUSTIN RADDATZ
started on 2014-02-27
CDR: 5282717
FARAH SHARGHI-DOLATABADI
FARHANEH SHARGHI-DOLATABADI FARAH SHARGI
started on 2014-02-11
CDR: 6084084
MELISSA GOODHART
started on 2014-09-08
CDR: 6294664
KATHLEEN DUNNE
KATY FERRELL
started on 2014-05-23
CDR: 5971287
Zubin Beesla
ended on 2014-08-19
CDR: 2671237
ANN FOLEY
ANN MARIE HERRMAN ANNE MARIE MAZZONE ANN MARIE REYNOLDS
ended on 2014-06-10
CDR: 5384231
SAMUEL WANG
SAM WANG
ended on 2014-10-09
CDR: 5282717
FARAH SHARGHI-DOLATABADI
FARHANEH SHARGHI-DOLATABADI FARAH SHARGI
ended on 2014-07-09
CDR: 5531653
ALEXANDRA RABMAN
ALEXANDRA RABMAN
started on 2015-07-24
CDR: 6078566
STEVEN VIGILANTE
started on 2015-02-19
CDR: 5002063
MICHAEL GIORDANO
MICHAEL J GIORDANO MICHAEL GIORDANO
started on 2015-03-03
CDR: 5667446
ELIZABETH BASILE
LIZ ANNE BASILE
started on 2015-02-27
CDR: 6567564
Aditya Harnal
started on 2015-10-28
CDR: 6566236
Emma Stubbs
Emma Contini Franklin Emma Franklin Emma Stubbs
started on 2015-10-12
CDR: 6464662
ALEXANDRA KEARNS
ALEXANDRA KEARNS
started on 2015-03-30
CDR: 6228879
CHRISTIAN LAI
started on 2015-02-19
CDR: 5002063
MICHAEL GIORDANO
MICHAEL J GIORDANO MICHAEL GIORDANO
ended on 2015-11-18
CDR: 5382646
DARA GROSSMAN
DARA SCHWARTZ
ended on 2015-05-21
CDR: 6295097
JUSTIN RADDATZ
ended on 2015-09-03
CDR: 5851001
MEGAN ROESKE
MEGAN LOBBREGT ZITO
ended on 2015-06-16
CDR: 6629784
Thomas Pierson
Thomas Pierson
started on 2016-05-13
CDR: 6182429
DAVID PARK
started on 2016-10-05
CDR: 6619602
Daryl Schwartz
Daryl Schwartz
started on 2016-03-11
CDR: 6493542
KEVIN WEIGAND
started on 2016-11-08
CDR: 5080228
MICHAEL GRAVER
MICHAEL B GRAVER
started on 2016-04-14
CDR: 6624056
Caitlin Walter
started on 2016-09-08
CDR: 6680191
Jesse Christensen
JESSE M CHRISTENSEN Jesse Christensen
started on 2016-10-17
CDR: 4863864
JOHN CABALA
JAKE K CABALA MR. JAKE CABALA JOHN K CABALA MR.
started on 2016-07-21
CDR: 6185697
RACHEL REID
started on 2016-04-06
CDR: 6007859
BRETT EPLER
started on 2016-03-21
CDR: 6629784
Thomas Pierson
Thomas Pierson
ended on 2016-06-28
CDR: 5540518
Tracy Rubin
ended on 2016-12-27
CDR: 5962915
ZACHARY GRANNIS
ended on 2016-12-16
CDR: 3143679
EDWARD SMITH
ED SMITH EDWARD MERRILL SMITH JR
ended on 2016-06-16
CDR: 6150163
KATHERINE JOHNSON
KATHERINE FRANCES FITZGERALD KATIE FITZGERALD
ended on 2016-08-29
CDR: 4842120
BENJAMIN LEE
BEN LEE
ended on 2016-12-16
CDR: 6513967
SAMARA FLUG
started on 2017-05-19
CDR: 4009189
KAY SHEILS
started on 2017-11-06
CDR: 5940567
HALEY CARSTENSEN
started on 2017-05-26
CDR: 5531653
ALEXANDRA RABMAN
ALEXANDRA RABMAN
ended on 2017-03-29
CDR: 6078566
STEVEN VIGILANTE
ended on 2017-11-21
CDR: 6182429
DAVID PARK
ended on 2017-03-17
CDR: 5837852
ALLISON FITCH
ALLISON C FITCH ALLISON FITCH Al Fitch
ended on 2017-07-06
CDR: 5907512
RAN WANG
RYEN WANG
ended on 2017-01-11
CDR: 6567564
Aditya Harnal
ended on 2017-01-23
CDR: 6624056
Caitlin Walter
ended on 2017-07-10
CDR: 6680191
Jesse Christensen
JESSE M CHRISTENSEN Jesse Christensen
ended on 2017-01-11
CDR: 6084084
MELISSA GOODHART
ended on 2017-09-18
CDR: 6185697
RACHEL REID
ended on 2017-01-11
CDR: 5979032
ERIC SACCO
ERIC F SACCO
ended on 2018-03-13
CDR: 2843305
JILL DEMAYO
JILL E DEMASIO JILL ELLEN DEMASIO
ended on 2018-11-30
CDR: 4801079
TALIA BRANDT
TALIA ANN WILLIAMS
ended on 2018-11-30
CDR: 6619602
Daryl Schwartz
Daryl Schwartz
ended on 2018-03-13
CDR: 5949750
RYAN CALDBECK
ended on 2018-11-30
CDR: 5907053
CHRISTOPHER PACHINGER
CHRIS PACHINGER
ended on 2018-04-17
CDR: 5667446
ELIZABETH BASILE
LIZ ANNE BASILE
ended on 2018-11-30
CDR: 6493542
KEVIN WEIGAND
ended on 2018-11-30
CDR: 5080228
MICHAEL GRAVER
MICHAEL B GRAVER
ended on 2018-03-13
CDR: 6513967
SAMARA FLUG
ended on 2018-11-30
CDR: 3112857
LEROY EAKIN
RORY EAKIN
ended on 2018-11-30
CDR: 6566236
Emma Stubbs
Emma Contini Franklin Emma Franklin Emma Stubbs
ended on 2018-11-30
CDR: 5352247
PATRICK ROBINSON
PAT WALSH ROBINSON PATRICK W ROBINSON
ended on 2018-11-30
CDR: 4009189
KAY SHEILS
ended on 2018-11-30
CDR: 4863864
JOHN CABALA
JAKE K CABALA MR. JAKE CABALA JOHN K CABALA MR.
ended on 2018-11-30
CDR: 5940567
HALEY CARSTENSEN
ended on 2018-10-09
CDR: 6464662
ALEXANDRA KEARNS
ALEXANDRA KEARNS
ended on 2018-11-30
CDR: 6294664
KATHLEEN DUNNE
KATY FERRELL
ended on 2018-11-30
CDR: 6228879
CHRISTIAN LAI
ended on 2018-02-06
CDR: 6007859
BRETT EPLER
ended on 2018-07-18



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