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| Rotunda Capital Partners LLC
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|---|---|
| CRD # | 290282 |
| SEC # | 801-117031 |
| CIK # | |
| AUM | $1.6 B (2026-03-27) |
| Employees | 31 (58% Investors, 0% Brokers) |
| Phone | 240-482-0612 |
| Address | 4747 Bethesda Avenue Bethesda, MD 20814 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | RCP Capital Machine AIV LP | 2026-03-27 | 48.4 | |
| PE | RCP RMH AIV LP | 2026-03-27 | 21.0 | |
| PE | Rotunda Capital Partners Fund IV LP | [2026-03-27] | 0.0 | 685.8 |
| PE | RCP Lehman PIPE Co-Invest LP | [2025-03-26] | 0.0 | 59.7 |
| PE | Rotunda Capital Partners Fund III LP | [2023-03-29] | 0.0 | 422.9 |
| PE | RCP Storm Smart Co-Invest LP | [2022-03-29] | 6.7 | 11.0 |
| PE | Rotunda Capital Partners Fund II-A LP | [2021-03-31] | 123.1 | 58.9 |
| PE | Rotunda Capital Partners Trinity Co-Invest LP | [2021-03-31] | 16.0 | 16.0 |
| PE | RCP MF2 LLC | [2020-03-30] | 1.6 | 0.0 |
| PE | Rotunda Capital Partners Fund II LP | [2020-03-30] | 123.1 | 283.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 1,607.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 1,607.2 |
| By Discretionary | ||
| Discretionary | 12 | 1,607.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 1,607.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,607.2 | |
| Total | 12 | 1,607.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Fruehwirth | 26 | 2 | ||
| Daniel Lipson | 17 | 2 | ||
| Corey Whisner | 11 | 2 | ||
| Bob Wickham | 7 | 2 | ||
| Dan Lipson | 6 | 2 | ||
| Robert Wickham | 6 | 2 | ||
| Michael Whisner | 3 | 1 |
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|---|---|---|
|
KarpReilly LLC
✚
|
CT | 1.6 |
|
Muller & Monroe Asset Management LLC
✚
|
IL | 1.6 |
|
Atlantic Street Capital Management LLC
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CT | 1.6 |
|
Activant Capital Group LLC
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CT | 1.6 |
|
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NC | 1.6 |
|
Creation Investments Capital Management LLC
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IL | 1.6 |
|
Lone View Capital Management LP
✚
|
CA | 1.6 |
|
Sunstone Partners Management LLC
✚
|
CA | 1.6 |
|
Painswick Capital Management LP
✚
|
NY | 1.6 |
|
Sweetwater Investment Management LLC
✚
|
CA | 1.6 |