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ROUND HILL ASSET MANAGEMENT INC
CRD 107069 · SEC 801-26950
180 S LAKE AVE STE 305, PASADENA, CA, 91101-4773, United States
Phone
626-431-2685
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$271.3M
Discretionary AUM
$271.3M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $45.9M |
| High net worth individuals | 71 | $161.3M |
| Pooled investment vehicles | 1 | $50.7M |
| Pension/profit sharing plans | 5 | $13.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD