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ROUNDTABLE HEALTHCARE MANAGEMENT, INC

CRD 161235 · SEC 801-73397

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272 EAST DEERPATH ROAD, SUITE 350, LAKE FOREST, IL, 60045-5314, United States

Phone

847-739-3200

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.12B

Discretionary AUM

$3.12B

Team

32 total employees; 16 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles11$3.12B

States served

IL

All web addresses on file

Official SEC filing: View on IAPD