Columbus Circle Investors
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #5241 of mapped providers
Assets under administration$1.7B0.0%Market share · rank #3156
Fees received$120,409Median $60,205/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Columbus Circle Investors plan look like?
Service mix · median fees per plan
Count of plans where Columbus Circle Investors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 1 | $10,300 | |
Investment managementCode 28 | 1 | $110,109 |
Competitor overlap
Percent of Columbus Circle Investors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Columbus Circle Investors.
| Sponsor | From | Assets |
|---|---|---|
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | Mackay Shields LLC | $1.7B |
Plans lost in 2024
Appeared last year under Columbus Circle Investors; not this year.
| Sponsor | To | Assets |
|---|---|---|
DONSCO, INC.PA · 231744584-002 | Baltimore Family Office LLC | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $110,109 | 5y | 1 |
OMEGA ELECTRIC CONSTRUCTION COMPANY, INC.VT · 042425819-001 | $7M | 118 | $10,300 | 8y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into Columbus Circle Investors.
- BILODEAU WELLS & CO., P.C.
- BILTMAN & KING
- BILTMORE CARDIOLOGY, PLLC
- BILTMORE FAMILY OFFICE
- BILTMORE FAMILY OFFICE LLC
- COLUMBUS CIRCLE
- COLUMBUS CIRCLE ADVISORS
- COLUMBUS CIRCLE INVESTORS
- COLUMBUS CIRCLE INVESTORS INC
- COLUMBUS CIRCLE MANAGEMENT
- COLUMBUS CIRCLE NVESTORS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Columbus Circle Investors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Columbus Circle Investors. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Columbus Circle Investors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Seyfarth Shaw LLP | 1 | 50.0% |
| Virginia & Ambinder, LLP | 1 | 50.0% |