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| Happy Holidays!! thanks for using AUM13F!! |
| Rotunda Capital Partners LLC
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| CRD # | 290282 |
| SEC # | 801-117031 |
| CIK # | |
| AUM | $812.7 M (2025-03-26) |
| Employees | 27 (56% Investors, 0% Brokers) |
| Phone | 240-482-0612 |
| Address | 4747 Bethesda Avenue Bethesda, MD 20814 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | RCP Lehman PIPE Co-Invest LP | [2025-03-26] | 0.0 | 50.6 |
| PE | Rotunda Capital Partners Fund III LP | [2023-03-29] | 0.0 | 454.6 |
| PE | RCP Storm Smart Co-Invest LP | [2022-03-29] | 6.7 | 8.5 |
| PE | Rotunda Capital Partners Fund II-A LP | [2021-03-31] | 123.1 | 47.0 |
| 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 | 236.0 |
| PE | Rcp-Dr2 LLC | [2019-06-25] | 1.7 | 0.1 |
| PE | Amware Logistics 2 LLC | [2019-03-29] | 5.1 | 0.9 |
| PE | Rcp-Mq LLC | [2019-03-29] | 15.0 | 0.4 |
| PE | Rcp-Ssi LLC | [2018-03-30] | 20.5 | 0.3 |
| PE | Rcp-Al LLC | [2017-10-12] | 17.6 | 1.8 |
| PE | RCP Direct Opportunity Fund I LLC | 2017-10-12 | 2.5 | |
| PE | Rcp-Dr LLC | [2017-10-12] | 7.0 | 0.4 |
| PE | Rcp-Ifp LLC | [2017-10-12] | 34.7 | 9.9 |
| PE | Rcp-Mf LLC | [2017-10-12] | 12.5 | 0.0 |
| PE | Rcp-Msc LLC | [2017-10-12] | 30.3 | 0.2 |
| PE | Rcp-Pi LLC | [2017-10-12] | 5.1 | 0.0 |
| PE | Rcp-Rg2 LLC | 2017-10-12 | 0.0 | |
| PE | Rcp-Rg LLC | 2017-10-12 | 0.0 |
| 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 | 9 | 812.7 |
| (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 | 9 | 812.7 |
| By Discretionary | ||
| Discretionary | 9 | 812.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 812.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 812.7 | |
| Total | 9 | 812.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Fruehwirth | 26 | ||
| Daniel Lipson | 17 | ||
| Corey Whisner | 11 | ||
| Bob Wickham | 7 | ||
| Dan Lipson | 6 | ||
| Robert Wickham | 6 | ||
| Michael Whisner | 3 |
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