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| Roundangle Advisors LLC
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|
|---|---|
| CRD # | 282178 |
| SEC # | 801-107449 |
| CIK # | 0002049176 |
| AUM | $215.5 M (2026-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 732-889-3774 |
| Address | 1 Harding Road Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002049176 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 6.7 | ||
| iShares Silver Trust | 5.9 | ||
| Apple Inc | 5.2 | ||
| Broadcom Inc | 4.7 | ||
| Nvidia Corp | 3.5 | ||
| Wal Mart Stores Inc | 3.2 | ||
| Amazon Com Inc | 3.2 | ||
| Alphabet Inc | 3.0 | ||
| Williams Companies Inc | 2.6 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Microsoft Corp | 2.5 | ||
| Goldman Sachs Group Inc | 2.4 | ||
| AbbVie Inc | 2.3 | ||
| International Business Machines Corp | 2.2 | ||
| Altria Group Inc | 2.1 | ||
| Lilly Eli & Co | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 27.2 |
| (b) Individuals (high net worth individuals) | 64 | 133.1 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 13.2 |
| (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 | 9 | 42.1 |
| (n) Other | 0 | 0.0 |
| Total | 170 | 215.5 |
| By Discretionary | ||
| Discretionary | 168 | 207.1 |
| Non-Discretionary | 2 | 8.4 |
| Total | 170 | 215.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.5 | |
| Total | 170 | 215.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002049176] |
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|---|---|---|
|
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