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| Roundtable Healthcare Management Inc
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|
|
|---|---|
| CRD # | 161235 |
| SEC # | 801-73397 |
| CIK # | |
| AUM | $3.0 BB (2024-03-28) |
| Employees | 29 (55% Investors, 0% Brokers) |
| Phone | 847-739-3200 |
| Address | 272 East Deerpath Road, Suite 350 Lake Forest, IL 60045-5314 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Isiah LLC | 2024-03-28 | 50.0 | |
| PE | Roundtable Healthcare Investors VI LP | [2023-03-31] | 0.0 | 0.9 |
| PE | Roundtable Healthcare Partners VI LP | [2023-03-31] | 0.0 | 754.8 |
| PE | Roundtable Healthcare Investors V LP | [2020-03-30] | 0.0 | 2.4 |
| PE | Roundtable Healthcare Partners V LP | [2020-03-30] | 0.0 | 779.6 |
| PE | Roundtable Healthcare Capital Partners III LP | [2016-03-15] | 160.5 | 114.8 |
| PE | Roundtable Healthcare Investors IV LP | [2016-03-15] | 6.2 | 2.5 |
| PE | Roundtable Healthcare Partners IV LP | [2016-03-15] | 583.5 | 217.3 |
| PE | TIDI Products Investors LLC | 2016-03-15 | 0.1 | |
| PE | Santa Cruz Nutritionals Investors LLC | 2014-03-17 | 464.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 3.0 |
| (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 | 3.0 |
| By Discretionary | ||
| Discretionary | 12 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 12 | 3.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Timothy Connors | 18 | |||
| Joseph Damico | 13 | |||
| James Stauner | 13 | |||
| David Koo | 9 | |||
| Lester Knight | 9 | |||
| Andrew Hochman | 8 | |||
| Jack McGinley | 7 | |||
| James Utts | 7 | |||
| Barbara Sullivan | 5 | |||
| R Collister | 11 | |||
| View All | ||||
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