FOUNDERS CIRCLE CAPITAL, LLC

C28
CRD 166012·SEC 801-80050·CAMPBELL, CA
AUM
$1.67B
$1B+
Est. Revenue
$16.7M
@ 1% on AUM
Est. EBITDA
$5.0M
@ 30% margin
Est. Deal Value
$40.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOUNDERS CIRCLE CAPITAL, LLC
CRD
166012
SEC file #
801-80050
EIN
000000000
DBA names

Economics

AUM
$1.67B
AUM band
$1B+
AUM trajectory
'20'26
$444.0M → $1.67B▲ +276%
Client mix
Pooled Investment Vehicles26

Operations

Employees (total)
15
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
CAMPBELL CA
Branches

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JUNG, MICHAEL, KYUJUNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
JUNG, MICHAEL, KYUJUNE
LOVELESS, KENNETH, MATTHEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FOUNDERSCIRCLECAPITAL.COM
Rdap Domain Creation Date
2012-01-09T06:31:48Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001887190
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2021-10-08
Edgar Last Filing Date
2024-11-12
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2024-11-12
Accession0000919574-24-006285

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley30
E*trade4
Edgar Addresses
Mailing
1999 S. BASCOM AVE.NO. 700CAMPBELL, CA 95008
Business
1999 S. BASCOM AVE.NO. 700CAMPBELL, CA 95008
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2024-11-12 · 0000919574-24-006285
N-PX2024-08-21 · 0000919574-24-004805
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-09T06:31:48Z
Rdap Domain Last Changed
2022-09-10T20:41:36Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3151624
Trust Company Affiliate
No