Circle Wealth Management
Multi family office in Summit, United States, founded 2007; focus on food & agriculture, climate and healthtech.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Summit, United States
- OFFICES
- New York, NY, United States
- FOUNDED
- 2007
Investment approach
- ROUTES
- Companies (own capital)
Overview
Headquartered in Summit, United States, the firm is listed as a multi family office founded in 2007. Sectors on record are food & agriculture, climate and healthtech. Other offices: New York, NY, United States; it invests directly in companies; 2 people are named on its team.
People
- Maria L. Kattan-ChrinManaging Partner · source
- Ann KaplanPartner · source
Frequently asked questions
Circle Wealth Management is a multi family office based in Summit, the United States, founded in 2007.
Circle Wealth Management invests its own capital into companies.
Circle Wealth Management invests in Food & Agriculture, Climate & Energy and HealthTech.
Key people at Circle Wealth Management include Maria L. Kattan-Chrin (Managing Partner) and Ann Kaplan (Partner).