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Adviser Profile

As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 22 22.22%
of those in investment advisory functions 13 30.00%
Registration SEC, Approved, 07/25/2019
Other registrations (1)
Former registrations

ROTUNDA CAPITAL PARTNERS, LLC

AUM* 677,438,964 -24.79%
of that, discretionary 677,438,964 -24.79%
Private Fund GAV* 677,438,964 -25.00%
Avg Account Size 61,585,360 16.23%
SMA’s No
Private Funds 11 6
Contact Info 240 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
901M 772M 643M 515M 386M 257M 129M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count11 GAV$677,438,964

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