ROUNDHILL INVESTMENTS

Overview

Roundhill Investments is a corporation focused on portfolio management for investment companies, working primarily with institutional clients. The firm operates on a percentage-of-AUM fee model and is registered with the SEC since 2019. Ownership includes both a foreign entity and individual stakeholders. Its regulatory classification is unclassified and it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Investment activity centers on managing pooled investment vehicles for institutional clients rather than retail advisory relationships. Given its advisory mandate—portfolio management for investment companies—the firm allocates capital across strategies that suit pooled vehicles, balancing return targets and liquidity profiles appropriate for institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices