ROUNDTABLE HEALTHCARE MANAGEMENT, INC

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 29 3.57%
of those in investment advisory functions 16 6.67%
Registration SEC, Approved, 3/1/2012
AUM* 2,974,700,156 -10.55%
of that, discretionary 2,974,700,156 -10.55%
Private Fund GAV* 2,974,700,156 -10.55%
Avg Account Size 247,891,680 26.73%
SMA’s No
Private Funds 18 1
Contact Info 847 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

Recent News

Reported AUM

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 561M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count18 GAV$2,974,700,156

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Brochure Summary

Overview

Advisory Business RoundTable Healthcare Management, Inc. (“RoundTable” or the “Firm”) was established in February 2001. RoundTable is owned by R. Craig Collister, Timothy J. Connors, Thomas P. Kapfer, and Barbara M. Sullivan. R. Craig Collister, Timothy J. Connors, Thomas P. Kapfer, and Barbara M. Sullivan serve as the Firm’s Management Committee. The Management Committee also serves as the management board of the Firm’s investment partnerships. RoundTable provides investment advisory services to a group of operating-oriented private equity funds focused exclusively on the healthcare industry. RoundTable partners with companies that can benefit from our extensive industry relationships and proven operating and transaction expertise. As of December 31, 2023, RoundTable provides investment advice
to eleven equity funds (the “Equity Funds”) and one subordinated debt fund (the “Debt Fund” and together with the Equity Funds, the “Funds” and each a “Fund”). Each Fund’s offering documents, including, without limitation, any private placement memoranda, limited partnership agreement, limited liability company agreement, side letter, or investment management agreement, (as amended and supplemented from time to time, the “Offering Materials”) set forth the investment guidelines and/or the types of investments in which the assets of such Fund may be invested. These investment guidelines and restrictions are not tailored to the needs or risk profiles of the investors in the Funds. As of December 31, 2023, RoundTable had approximately $2,974,700,156 in regulatory assets under management.