9AT: CIRCULARIS PARTNERS LP

CIRCULARIS PARTNERS LP

CIRCULARIS PARTNERS LP

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CIRCULARIS PARTNERS LP
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Adviser Profile

As of Date	12/28/2024
Registration status	Registration Changed to CIRCULARIS PARTNERS LP
ADV Location	TAMPA, FL, United States
Contact Info	415 xxxxxxx
Websites

AUM^*	123,441,545 -51%
of that, discretionary	0
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	123,441,545 -51%
% High Net Worth	8.70%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

315M 270M 225M 180M 135M 90M 45M

2017 2018 2019 2020 2021 2022 2023 2024

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Circularis Partners LP (“Circularis”) is a registered investment adviser that commenced operations in September 2017. Circularis solely provides non-discretionary investment advisory services to TPG Alternative and Renewable Technologies Partners, L.P. (the “Fund”), a private investment fund. Circularis manages approximately $123,441,545 in private fund assets on a non- discretionary basis on behalf of the Fund (calculated based on assets of the Fund as of December 31, 2022). The principal owner of Circularis is Mario Portela. The investment advisory services provided by Circularis to the Fund consist of identifying and evaluating investment opportunities, negotiating investments, managing and monitoring investments and achieving dispositions for such investments.

The investment opportunities primarily consist of private equity investments in operating companies focused on industrials, energy services and agriculture. Circularis provides these investment advisory services directly to the Fund (and not individually to investors in the Fund) pursuant to a Sub-Advisory Services Agreement (the “Sub-Advisory Services Agreement”), among Circularis, TPG ART Genpar, L.P. (“TPG ART Genpar”), TPG ART Management, LLC (“TPG ART Manager” and together with TPG ART Genpar, “TPG ART Management”)) and TPG Global, LLC. These investment advisory services are further described below under “Methods of Analysis, Investment Strategies and Risk of Loss.” Investors in the Fund participate in the overall investment program of Fund.