ROTUNDA CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$134M

Accounts

12

Employees

31

Advisory reps

5

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 290282
Registered since: July 25, 2019
Website: www.rotundacapital.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rotunda Capital Partners, LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2019. It operates primarily as a private equity fund sponsor and managing member, providing portfolio management for pooled investment vehicles to an institutional clientele. The firm charges a mix of percentage-of-AUM fees, performance-based fees and other fee arrangements. Rotunda identifies as an active ESG investor and positions itself more as a manager and sponsor of pooled vehicles than as a third‑party capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

RONA KENNEDY
Partner, Chief Financial Officer, Chief Compliance OfficerCRD 4897338

Contacts

3 of 4

JOHN FRUEHWIRTH
Managing PartnerCRD 2774853
MICHAEL WHISNER
Managing PartnerCRD 3116969
DANIEL LIPSON
Managing PartnerCRD 2868331

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: MONTGOMERY
Address: 4747 Bethesda Ave
Time zone: ET (UTC-5)
Office locations

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