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ROUND TABLE INVESTMENT MANAGEMENT, LLC
CRD 182514
93 SOUTH MAIN ST, SUITE #202, WEST LEBANON, NH, 03784, United States
Phone
603-678-8153
Fax
603-678-8675
Registration
— (—)
Source
State registered
Total AUM
$53.3M
Discretionary AUM
$53.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $3.2M |
| High net worth individuals | 8 | $50.1M |
Official SEC filing: View on IAPD