RIA Intel›Advisers›Illinois›ROUNDTABLE HEALTHCARE MANAGEMENT, INC

ROUNDTABLE HEALTHCARE MANAGEMENT, INC

Advisory

N·LAKE FOREST, IL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$3.1B
1-Year AUM Growth
+11.0%
3-Year CAGR
-1.5%
Employees
16
Assets Under Management
Total AUM$3.1B
Discretionary AUM$3.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees16
Investment Advisers32
Employee Growth (1Y)+6.3%
Filing History
Total Filings on Record21
First FilingFeb 13, 2012
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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