Roundtable Healthcare Management, Inc is a large advisory firm based in Lake Forest. It manages $2.13 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2012.
Roundtable Healthcare Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Roundtable Healthcare Management, Inc is $2.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Roundtable Healthcare Management, Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Roundtable Healthcare Management is pooled investment vehicles with 13 clients and $2.13 billion of assets under management. Among the 12 most similar advisory firms, Roundtable Healthcare Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.13 billion for 13 clients. None of the firm’s clients are foreign persons or businesses.
Roundtable Healthcare Management also advises several private funds. Namely, thirteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $250,000.
The company employs 33 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Roundtable Healthcare Management, Inc performs its advisory services is located at 272 East Deerpath Road, Suite 350, Lake Forest, IL 60045 5314, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-739-3200 or by fax 847-482-9215. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at roundtablehp.com.