RIA Intel›Advisers›North Carolina›ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP

ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP

Advisory

N·CHARLOTTE, NC

Data as of Jun 30, 2015 · Source: SEC Form ADV

Total AUM
$477M
1-Year AUM Growth
-31.9%
3-Year CAGR
-8.3%
Employees
7
Assets Under Management
Total AUM$477M
Discretionary AUM$477M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees7
Investment Advisers14
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingFeb 14, 2012
Latest FilingJun 30, 2015
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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