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| Roundtable Healthcare Management Inc
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|---|---|
| CRD # | 161235 |
| SEC # | 801-73397 |
| CIK # | |
| AUM | $3.1 B (2026-03-26) |
| Employees | 32 (50% Investors, 0% Brokers) |
| Phone | 847-739-3200 |
| Address | 272 East Deerpath Road, Suite 350 Lake Forest, IL 60045-5314 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Isiah LLC | 2024-03-28 | 93.1 | |
| PE | Roundtable Healthcare Investors VI LP | [2023-03-31] | 0.0 | 1.2 |
| PE | Roundtable Healthcare Partners VI LP | [2023-03-31] | 0.0 | 979.2 |
| PE | Roundtable Healthcare Investors V LP | [2020-03-30] | 0.0 | 2.4 |
| PE | Roundtable Healthcare Partners V LP | [2020-03-30] | 0.0 | 782.2 |
| PE | Roundtable Healthcare Capital Partners III LP | [2016-03-15] | 160.5 | 56.3 |
| PE | Roundtable Healthcare Investors IV LP | [2016-03-15] | 6.2 | 2.8 |
| PE | Roundtable Healthcare Partners IV LP | [2016-03-15] | 583.5 | 239.7 |
| PE | TIDI Products Investors LLC | 2016-03-15 | 1.0 | |
| PE | Santa Cruz Nutritionals Investors LLC | 2014-03-17 | 535.4 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 3.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 3.1 |
| By Discretionary | ||
| Discretionary | 11 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 11 | 3.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Timothy Connors | 18 | 3 | ||
| Joseph Damico | 14 | 2 | ||
| James Stauner | 13 | 2 | ||
| David Koo | 9 | 2 | ||
| Lester Knight | 9 | 2 | ||
| Andrew Hochman | 8 | 2 | ||
| Jack McGinley | 7 | 2 | ||
| James Utts | 7 | 2 | ||
| Barbara Sullivan | 5 | 2 | ||
| R Collister | 11 | 1 | ||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fitzwalter Capital US LLC
✚
|
NY | 3.2 |
|
VMG Partners II LLC
✚
|
CA | 3.2 |
|
Avesi Partners LLC
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CT | 3.2 |
|
Greenbacker Capital Management LLC
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|
ME | 3.1 |
|
Five Elms Capital Management LLC
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|
MO | 3.1 |
|
Windjammer Management Partners LP
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|
CA | 3.1 |
|
Ampersand Management LLC
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|
MA | 3.1 |
|
Calera Capital Advisors LP
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|
CA | 3.1 |
|
Emerald Lake Capital Management LP
✚
|
CA | 3.1 |
|
Gamut Capital Management LP
✚
|
NY | 3.0 |