/Companies

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 · 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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

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.