FOUNDERS CIRCLE CAPITAL, LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

15

of those in investment advisory functions:

9 12.50%

Registration:

SEC, Approved, 7/11/2014

Other registrations (2)
AUM:

1,034,210,069 -7.76%

of that, discretionary:

1,034,210,069 -7.76%

Private Fund GAV:

1,022,129,454 -8.83%

Avg Account Size:

47,009,549 -11.95%

SMA’s:

NO

Private Funds:

22 1

Contact Info

415 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 970M 808M 646M 485M 323M 162M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Founders Circle Capital LLC Buys Robinhood Markets Inc, Confluent Inc, Accolade Inc
10/13/2021

Related Stocks: HOOD, CFLT, ACCD,

gurufocus.com

Next Insurance Raises New Funding and Doubles Valuation to $4 Billion in Six Months to Accelerate Innovation for Small Businesses Insurance
03/31/2021

Founders Circle and G Squared bringing the company's valuation to $4 billion and total funding raised to more than $880 million. The new financing follows a momentous six months during which Next ...

Yahoo Finance

The Mount David Society
03/24/2021

“Our collective giving sends a powerful signal that Bates has alumni and parents committed to its historic mission of intellectual curiosity, egalitarianism, and social justice. I know that my Bates experience was richer for the diversity of student ...

bates.edu

Embarc Collective Announces Brian Murphy as Chair of the Board of Directors
03/17/2021

Prior to taking the Chair role, Murphy had been a member of Embarc Collective’s Founders Circle and Board of Directors since 2020. The Founder’s Circle, a collection of Tampa’s top business leaders who have become Embarc Collective board members ...

Yahoo Finance

Embarc Collective Announces Brian Murphy as Chair of the Board of Directors
03/17/2021

Prior to taking the Chair role, Murphy had been a member of Embarc Collective’s Founders Circle and Board of Directors since 2020. The Founder’s Circle, a collection of Tampa’s top business ...

Yahoo Finance

Embarc Collective Announces Brian Murphy as Chair of the Board of Directors
03/17/2021

Prior to taking the Chair role, Murphy had been a member of Embarc Collective’s Founders Circle and Board of Directors since 2020. The Founder’s Circle, a collection of Tampa’s top business ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 6 $222,054,480
Venture Capital Fund 16 $800,074,974

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Private Funds



Employees




Brochure Summary

Overview

A. Describe your advisory firm, including how long you have been in business. Identify your principal owner(s). Founders Circle Capital, LLC ("FCC" or the "Firm") provides investment advice to private funds (collectively, "Clients" or "Funds"). The investors in such Clients are generally high net worth individuals and institutions. FCC has been in business since April 2012. The owners of the Firm are Michael Jung and Kenneth Loveless. B. Describe the types of advisory services you offer. If you hold yourself out as specializing in a particular type of advisory service, such as financial planning, quantitative analysis, or market timing, explain the nature of that service in greater detail. If you provide investment advice only with respect to limited types of investments, explain the type of investment advice you offer, and disclose that your advice is limited to those types of investments. FCC is a private investment management firm. The Firm's Clients invest in private companies in the technology sector by acquiring shares from selling shareholders, primarily founders and management, as well as earlier stage institutional investors in these companies. Occasionally, a Client may make investments directly in a private company. The Firm's Clients may also guarantee loans made to individuals who own stock in private companies that such Client would like to acquire. In exchange for such a guarantee,
the Client generally receives an option to acquire a portion of such individual's stock in the private company. C. Explain whether (and, if so, how) you tailor your advisory services to the individual needs of clients. Explain whether clients may impose restrictions on investing in certain securities or types of securities. The Firm tailors its advisory services to the specific needs of a particular Client consistent with the Client's governing documents. The Clients' governing documents typically include negotiated restrictions on investments, and may also provide for an advisory board composed of certain of the investors that may waive investment restrictions on behalf of the Client. D. If you participate in wrap fee programs by providing portfolio management services, (1) describe the differences, if any, between how you manage wrap fee accounts and how you manage other accounts, and (2) explain that you receive a portion of the wrap fee for your services. Not Applicable. E. If you manage client assets, disclose the amount of client assets you manage on a discretionary basis and the amount of client assets you manage on a non-discretionary basis. Disclose the date "as of" which you calculated the amounts. The amount of regulatory assets under management is $1,034,210,069 as of December 31, 2023. This amount is managed on a discretionary basis.