ROUNDVIEW CAPITAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,126,359,440
Discretionary
$2,000,723,405
Non-discretionary
$125,636,035
Firm details
- CRD number
- 148083
- SEC file number
- 801-69519
- Main office
- PRINCETON, NJ, United States
- Employees
- 13
- SEC status
- Approved
- Website
- HTTPS://WWW.ROUNDVIEWCAPITAL.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.