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 operates as a private equity limited partnership focused on pooled investment vehicles for institutional clients. The firm acts as sponsor and general partner on advised funds, providing portfolio management for those vehicles while charging a mix of asset-based fees and performance-based fees typical of private equity structures. It identifies as an active ESG investor, suggesting ESG considerations are incorporated into investment selection or ongoing asset stewardship. Investment activity centers on private equity strategies, with the firm both managing its own funds and engaging third-party alternative managers for certain exposures. Its client base is limited and institutional, and the firm’s structure emphasizes concentrated, discretionary management of pooled funds rather than retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    CFOCRD 4215249

  • Jeffrey Bunder

    Global CFOCRD 6776471

  • 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