ROUNDTABLE HEALTHCARE MANAGEMENT, INC
Firm details
- Headquarters
- LAKE FOREST, Illinois
- CRD number
- 161235
- Registered since
- March 1, 2012
- Website
- roundtablehp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Barbara Sullivan
Chief Financial Officer & Chief Compliance OfficerCRD 7244974
Bernadette Legarreta
Chief Financial OfficerCRD 7994253
Contacts
3 of 3RICHARD COLLISTER
Managing PartnerCRD 2609897
Thomas Kapfer
Managing PartnerCRD 6622698
TIMOTHY CONNORS
Managing PartnerCRD 7718792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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