Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 04/12/2024
Other registrations (4)
Former registrations

1 ROUNDTABLE PARTNERS LLC

1 ROUNDTABLE PARTNERS LLC

ADV Location NEW YORK, NY, United States
Contact Info (91 xxxxxxx
Websites
AUM* 1,659,746,676 1509%
of that, discretionary 1,449,237,159 1305%
Number of Employees 17 6%
of those in investment advisory functions 11 -8%
Private Fund GAV* 1,449,237,160 1305%
Avg Account Size 69,156,112 34%
SMA’s No
Private Funds 21 19

Adviser Type

- Large advisory firm

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

Reported AUM

1B 1B 1B 828M 621M 414M 207M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary