ROUNDTABLE HEALTHCARE MANAGEMENT, INC

RIASEC RegisteredEst. 2012
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$284M
Accounts
11
Employees
32
Advisory reps
5

Firm details

Headquarters
LAKE FOREST, Illinois
CRD number
161235
Registered since
March 1, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Roundtable Healthcare Management, Inc. is a corporation organized as a private equity fund manager focused on pooled investment vehicles. The firm, SEC-registered in 2012 and owned by an individual, serves institutional clients and operates primarily as a sponsor and general partner or managing member of closed-end vehicles. Its advisory mandate is portfolio management for pooled investment vehicles rather than direct separate-account management or broad capital allocation. The firm charges a combination of percentage-of-assets fees and performance-based fees, consistent with typical private equity economics. Roundtable identifies as an active ESG investor, which suggests ESG criteria are incorporated into sourcing, diligence or portfolio oversight. It is not structured as a multi-state adviser or a pension consultant.

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

2 of 2
  • Barbara Sullivan

    Chief Financial Officer & Chief Compliance OfficerCRD 7244974

  • Bernadette Legarreta

    Chief Financial OfficerCRD 7994253

Contacts

3 of 3
  • RICHARD COLLISTER

    Managing PartnerCRD 2609897

  • Thomas Kapfer

    Managing PartnerCRD 6622698

  • TIMOTHY CONNORS

    Managing PartnerCRD 7718792

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

LAKE FOREST, IL

LAKE

Location

LAKE FOREST, IL

Headquartered in LAKE FOREST, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
LAKE
Address
272 E Deerpath
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth