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Building 2ROUNDTABLE HEALTHCARE MANAGEMENT, INC

Map pinLAKE FOREST, IL
Phone847-739-3200
NotebookSEC #801-73397
Total AUM
$3.1B
Employees
32
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
272 EAST DEERPATH ROAD, SUITE 350
LAKE FOREST
IL 60045-5314
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
847-739-3200

ReceiptFinancials

Total AUM
$3.1B
Accounts
11
Discretionary
$3.1B
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
11
AUM
$3.1B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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