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Building 2ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP

Map pinCHARLOTTE, NC
Phone704-208-3693
NotebookSEC #801-73990
Total AUM
$477M
Employees
14
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
214 NORTH TRYON STREET
SUITE 3000
CHARLOTTE
NC 28202
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
704-208-3693

ReceiptFinancials

Total AUM
$477M
Accounts
14
Discretionary
$477M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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