Advisor Circle Inc
Other · Marlborough, Massachusetts
Advisor Circle Inc is a other company based in Marlborough, Massachusetts, incorporated in 2020. It has raised at least $24.0 million across 4 known rounds, of which $4.0 million was reported to the SEC on 3 Form D filings, most recently in 2024.
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| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2024-04-08 | — | $1.0M | $24.0M | SEC Form D | |
| 2022-03-22 | — | $1.5M | $23.0M | SEC Form D | |
| 2021-07-30 | — | $1.5M | $21.5M | SEC Form D | |
| 2019-02-22 | Series B | $20.0M | $20.0M | Round pagesource ↗ |
SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.
Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.