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Building 2ROUNDVIEW CAPITAL, LLC

Map pinPRINCETON, NJ
Phone609-688-9500
NotebookSEC #801-69519
Total AUM
$2.1B
Employees
13
Clients
570

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
182 NASSAU STREET
SUITE 201
PRINCETON
NJ 08542-7000
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
609-688-9500

ReceiptFinancials

Total AUM
$2.1B
Accounts
1,911
Discretionary
$2B
Accounts
1,714
Non-Discretionary
$125.6M
Accounts
197

ContactClients

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Individual Clients
192
AUM
$52.1M
HNW Individual Clients
352
AUM
$1.9B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
6
AUM
$7.4M
Charitable Organization Clients
12
AUM
$132.6M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$53.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILMAMDMEMONCNHNJNYPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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