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HARRADEN CIRCLE INVESTMENTS, LLC

CRD 310227File 801-133959
APPROVED
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$562.9M
Above cohort median (national)
Discretionary AUM
$562.9M
Clients
11
11 accounts
Employees
9
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 25, 2025
Principal office
885 THIRD AVENUE, SUITE 2600B, NEW YORK, NY, 10022
Phone
(212) 832-0112

Assets & accounts

ADV Item 5F
Total regulatory AUM
$562.9M
Discretionary AUM
$562.9M
Non-discretionary AUM
$0
Discretionary accounts
11
Non-discretionary accounts
0
Total accounts
11
AUM per client
$51.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other2$2.4M
Pooled investment vehicles9$560.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.