Round2 Investment Partners LLC

RIASEC RegisteredEst. 2026
Total AUM
$196M
Discretionary
$196M
100% of AUM
Avg account
$98.2M
Accounts
2
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
326807
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Round2 Investment Partners LLC is a limited liability company structured to sponsor and manage pooled private funds. The firm is registered with the SEC (registration year listed as 2026) and targets institutional investors. Its principal advisory activity is portfolio management for pooled investment vehicles, and it serves as an investment adviser and sponsor — acting in roles such as general partner and managing member for the vehicles it runs. Compensation is typical for private fund managers: a percentage-of-assets management fee combined with performance-based fees. The firm does not identify as an active ESG investor and is not described as a multi-state adviser, pension consultant, capital allocator, or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

1 of 1
  • David Hampson

    David Hampson

    Chief Financial OfficerCRD 2172218

Contacts

2 of 2
  • Jonathan Roth

    Jonathan Roth

    Managing Director & PresidentCRD 4337957

  • Craig Klosk

    Craig Klosk

    Co-Founder and Managing PartnerCRD 6029480

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth