Roundtable Healthcare Management Inc

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Roundtable Healthcare Management Inc ✚
CRD #	161235
SEC #	801-73397
CIK #
AUM	3,118.8 M (2026-03-26)
Employees	32 (50% Investors, 0% Brokers)
Fees
Minimum
Phone	847-739-3200
Address	272 East Deerpath Road, Suite 350 Lake Forest, IL 60045-5314
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Isiah LLC	2024-03-28		93.1 M
PE	Roundtable Healthcare Investors VI LP	[2023-03-31]		1.2 M
	Filed 2022-04-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Roundtable Healthcare Partners VI LP	[2023-03-31]		979.2 M
	Filed 2022-04-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Roundtable Healthcare Investors V LP	[2020-03-30]		2.4 M
	Filed 2019-06-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Roundtable Healthcare Partners V LP	[2020-03-30]		782.2 M
	Filed 2019-06-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Roundtable Healthcare Capital Partners III LP	[2016-03-15]	160.5 M	56.3 M
	Filed 2015-09-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Roundtable Healthcare Investors IV LP	[2016-03-15]	6.2 M	2.8 M
	Filed 2015-09-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Roundtable Healthcare Partners IV LP	[2016-03-15]	583.5 M	239.7 M
	Filed 2015-09-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	TIDI Products Investors LLC	2016-03-15		1.0 M
PE	Santa Cruz Nutritionals Investors LLC	2014-03-17		535.4 M
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
Timothy Connors	Executive Officer	18	3
Joseph Damico	Executive Officer	14	2
James Stauner	Executive Officer	13	2
David Koo	Executive Officer	9	2
Lester Knight	Executive Officer	9	2
Andrew Hochman	Executive Officer	8	2
Jack McGinley	Executive Officer	7	2
James Utts	Executive Officer	7	2
Barbara Sullivan	Executive Officer	5	2
R Collister	Executive Officer	11	1
View All

Firm Profile (Form ADV)
Discretionary AUM	$1.6B
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Fitzwalter Capital US LLC ✚	NY	3,187.2 M
VMG Partners II LLC ✚	CA	3,171.3 M
Avesi Partners LLC ✚	CT	3,154.1 M
Greenbacker Capital Management LLC ✚	ME	3,136.0 M
Five Elms Capital Management LLC ✚	MO	3,116.2 M
Windjammer Management Partners LP ✚	CA	3,101.1 M
Ampersand Management LLC ✚	MA	3,093.5 M
Calera Capital Advisors LP ✚	CA	3,089.8 M
Emerald Lake Capital Management LP ✚	CA	3,064.9 M
Gamut Capital Management LP ✚	NY	3,049.2 M

Roundtable Healthcare Management Inc

Assets, Funds, Holdings