Advisor Circle
Marlborough, US · Founded 2020 · Delaware corporation
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Founders & leadership
IL
Ian LansdellNamed on SEC filing
MH
Matthew HouganNamed on SEC filing
MM
Matthew MiddletonNamed on SEC filing
WS
William SweetNamed on SEC filing
Reported raises · per SEC filings
Form D private placements$4M disclosed across 3 rounds · 2020–2024
▶$1MraisedApr 2024 · 3 investors · OtherRule 506(b)
▶$1MraisedApr 2024 · 3 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- William SweetExecutive Officer
- Ian LansdellDirector
- Matthew HouganDirector
- Matthew MiddletonExecutive Officer, Director
- Offering amount
- $1M
- Amount sold
- $1M
- First sale
- Jan 2024
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶$1.5MraisedMar 2022 · 1 investors · OtherRule 506(b)
▶$1.5MraisedMar 2022 · 1 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- William SweetExecutive Officer
- Matthew HouganDirector
- Ian LansdellDirector
- Matthew MiddletonExecutive Officer, Director
- Offering amount
- $1.5M
- Amount sold
- $1.5M
- First sale
- Mar 2022
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶$1.5MraisedJul 2021 · 4 investors · OtherRule 506(b)
▶$1.5MraisedJul 2021 · 4 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Ian LansdellDirector
- Matthew HouganDirector
- Matthew MiddletonExecutive Officer, Director
- William SweetExecutive Officer
- Offering amount
- $1.5M
- Amount sold
- $1.5M
- First sale
- Dec 2020
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- How much funding has Advisor Circle raised?
- Advisor Circle has disclosed $4M raised across 3 rounds.
- Where is Advisor Circle headquartered?
- Advisor Circle is headquartered in Marlborough, US.