Circle Eleven

Circle Eleven is a recognized platform for private equity fund investments, giving investors access to high-yield private equity funds. It invests in buyouts and growth capital funds and works with prominent fund managers, including Advent, TA Associates, and Vitruvian. The company works as a bridge between affluent private clients as well as family offices and appropriate private equity funds.

“We act on behalf of 350 clients, and offer four to five funds every year to them. And with every specific fund, investors have the choice of whether they want to invest at all. They can also specify the amount before making an investment,” says Kevin Gruber, partner, Circle Eleven.

Its approach entails a meticulous fund selection process, including engaging with over 200 skilled fund managers, conducting a thorough quantitative analysis of their track records, and scrutinizing their investment processes in detail. Once a potential fund is identified as a viable option, the company’s team compiles transparent due diligence results.

Circle Eleven then conducts an extensive webinar to show its due diligence results to clients. This gives clients an opportunity to discuss inquiries regards to investment matters and consequently make bespoke investment decisions aligning with their interests.

“We cultivate a collaborative and closely-knit partnership with clients, ensuring they get direct access to our knowledgeable partners. This allows clients to seek expert advice on investment and portfolio construction process,” says Kevin Gruber, partner of Circle Eleven.

The company’s track record of delivering returns on funds to clients is impressive. According to its investment portfolio from 2014, 2015, and 2016, the returns for each investor are more than the initial investment amount, with the distributed to paid-in (DPI) ratio above 1.0 and a net internal rate of return (IR) over 20 percent.

Circle Eleven has provided many clients with a stable and secure investment option, which left them extremely satisfied with their investment choices.

One of Circle Eleven’s most inspiring success stories is how it helped over a dozen family offices gain access to private equity. These clients were previously strong in the stock market and bond investments but had never explored alternative investment options. Circle Eleven’s expertise helped these family offices to access private equity; some even continued to invest with the firm for five generations. The clients are happy to have investments in private equity as the stock market is undergoing a volatile phase.

The firms’ fee model is entirely performance-based, with zero basic or management fees. It only takes a small performance fee when the client’s funds distribute returns. Circle Eleven has incorporated a fully digital process, a reporting system, and individual support for seamless fund management.

“We have recently introduced a comprehensive online investor portal that shares additional information with clients about proposed investments and their existing portfolios to constantly educate them,” says Gruber.

Navigating the intricacies of market challenges is a novel experience for some of Circle Eleven’s clients, as they have newly embarked on their investment journey. Having been actively involved in the private equity landscape since the late 1990s, the firm’s know-how in the investment space greatly empowers it to guide clients through market f luctuations.