Round Hill Music LP

RIASEC RegisteredEst. 2015
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$209M
Accounts
5
Employees
59
Advisory reps
4

Firm details

Headquarters
Nashville, Tennessee
CRD number
167234
Registered since
July 1, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Round Hill Music LP is a private equity limited partnership that operates as a sponsor and general partner of pooled investment vehicles. Registered with the SEC in 2015, the firm provides portfolio management for its funds and serves an institutional client base. Its compensation model combines a percentage-of-assets management fee with performance-based fees. The firm identifies itself as an active ESG investor and appears to incorporate those considerations into its investment and oversight processes. Round Hill functions primarily as a fund manager rather than as a multi-manager allocator. It both sponsors pooled vehicles and uses third-party private equity managers as part of its alternatives activity, suggesting a mix of direct fund management and selected external manager exposure.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Shannon Farley

    Shannon Farley

    CFOCRD 4215249

  • Jeffrey Bunder

    Global CFOCRD 6776471

  • Stephen Clark

    Stephen Clark

    Chief Operating OfficerCRD 7358383

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
818 18th Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth