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ROTUNDA CAPITAL PARTNERS, LLC

CRD 290282 · SEC 801-117031

Visit website

4747 BETHESDA AVENUE, SUITE 1150, BETHESDA, MD, 20814, United States

Phone

240-482-0612

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.61B

Discretionary AUM

$1.61B

Team

31 total employees; 18 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; PORTFOLIO COMPANY ADVISORY FEES

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles12$1.61B

States served

IL, MD

All web addresses on file

Official SEC filing: View on IAPD