9AT: ROUNDTABLE HEALTHCARE MANAGEMENT, INC

other names

ROUNDTABLE HEALTHCARE MANAGEMENT, INC
NEW ROUNDTABLE HEALTHCARE MANAGEMENT, L.P. AS GENERAL PARTNER OF ENTITY
ROUNDTABLE HEALTHCARE MANAGEMENT IV, L.P. AS GENERAL PARTNER OF ENTITY
ROUNDTABLE HEALTHCARE MANAGEMENT III, L.P. AS GENERAL PARTNER OF ENTITY
ROUNDTABLE HEALTHCARE MANAGEMENT II, L.P. AS GENERAL PARTNER OF ENTITY
ROUNDTABLE HEALTHCARE CAPITAL MANAGEMENT, L.P. AS GENERAL PARTNER OF ENTITY
ROUNDTABLE HEALTHCARE CAPITAL MANAGEMENT III, L.P. AS GENERAL PARTNER OF ENTITY
ROUNDTABLE HEALTHCARE CAPITAL MANAGEMENT II, L.P. AS GENERAL PARTNER OF ENTITY

Adviser Profile

As of Date	03/26/2026
ADV Location	LAKE FOREST, IL, United States
Adviser Type - Large advisory firm
Number of Employees	32 10%
of those in investment advisory functions	16
Registration	SEC, Approved, 03/01/2012

AUM^*	3,118,843,509 5%
of that, discretionary	3,118,843,509 5%
Private Fund GAV^*	3,118,843,509 16%
Avg Account Size	283,531,228 14%
SMA’s	No
Private Funds	13 5
Contact Info	847 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count13	GAV$3,118,843,509

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GAMUT CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.0b	AUM3.0b	#Funds20
Adviser MAIN POST PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.8b	AUM3.5b	#Funds10
Adviser JLL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund5.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.4b	AUM5.4b	#Funds40
Adviser VISION RIDGE PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund5.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.2b	AUM5.0b	#Funds24
Adviser BUTTERFLY EQUITY LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund6.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.6b	AUM6.1b	#Funds34
Adviser WARREN EQUITY PARTNERS MANAGER, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund5.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.2b	AUM5.2b	#Funds51
Adviser ARA PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund6.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.7b	AUM6.2b	#Funds55
Adviser LIBERTY STRATEGIC CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.1b	AUM3.1b	#Funds4
Adviser MADISON CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.0b	AUM4.8b	#Funds13
Adviser LBC CREDIT PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.9b	Real Estate Fund-	Securitized Asset Fund405.4m	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.3b	AUM3.3b	#Funds12

Brochure Summary

Overview

Advisory Business RoundTable Healthcare Management, Inc. (“RoundTable” or the “Firm”) was established in February 2001. RoundTable is owned by R. Craig Collister, Timothy J. Connors, Thomas P. Kapfer, and Barbara M. Sullivan. R. Craig Collister, Timothy J. Connors, Thomas P. Kapfer, and Barbara M. Sullivan serve as the Firm’s Management Committee. The Management Committee also serves as the management board of the Firm’s investment partnerships. RoundTable provides investment advisory services to a group of operating-oriented private equity funds focused exclusively on the healthcare industry. RoundTable partners with companies that can benefit from our extensive industry relationships and proven operating and transaction expertise. As of December 31, 2023, RoundTable provides investment advice

to eleven equity funds (the “Equity Funds”) and one subordinated debt fund (the “Debt Fund” and together with the Equity Funds, the “Funds” and each a “Fund”). Each Fund’s offering documents, including, without limitation, any private placement memoranda, limited partnership agreement, limited liability company agreement, side letter, or investment management agreement, (as amended and supplemented from time to time, the “Offering Materials”) set forth the investment guidelines and/or the types of investments in which the assets of such Fund may be invested. These investment guidelines and restrictions are not tailored to the needs or risk profiles of the investors in the Funds. As of December 31, 2023, RoundTable had approximately $2,974,700,156 in regulatory assets under management.

ROUNDTABLE HEALTHCARE MANAGEMENT, INC

Adviser Profile

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