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Building 2ROTUNDA CAPITAL PARTNERS, LLC

Map pinBETHESDA, MD
Phone240-482-0612
NotebookSEC #801-117031
Total AUM
$1.6B
Employees
31
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4747 BETHESDA AVENUE
SUITE 1150
BETHESDA
MD 20814
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
240-482-0612
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
12
Discretionary
$1.6B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
12
AUM
$1.6B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PORTFOLIO COMPANY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMD

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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