Round Table Investment Strategies, LLC
CRD 139492SEC# 801-137576Lincoln, NE
No longer SEC-registered. Round Table Investment Strategies, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$106.7M
Employees
4
Accounts
382
Location
Lincoln, NE
Round Table Investment Strategies, LLC assets under management
Round Table Investment Strategies, LLC is an SEC-registered investment adviser based in Lincoln, NE. It reports $106.7 million in regulatory assets under management and employs 4 people.
Round Table Investment Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Philip Ahlschwede Control | Managing Member And Chief Compliance Officer | Over 75% | 2011 |
| Nathan Roland Dutzmann Control | Chief Investment Officer | Under 5% | 2021 |
Frequently asked questions
How much does Round Table Investment Strategies, LLC manage?
Round Table Investment Strategies, LLC reports $106.7 million in regulatory assets under management on its Form ADV.
How many employees does Round Table Investment Strategies, LLC have?
Round Table Investment Strategies, LLC reports 4 employees.
Where is Round Table Investment Strategies, LLC located?
Round Table Investment Strategies, LLC is based in Lincoln, NE.
Does Round Table Investment Strategies, LLC disclose fund performance?
Round Table Investment Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2935 Pine Lake Rd, Suite F, Lincoln, NE 68516 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | Yes |
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$106.7Mregulatory AUM
Discretionary $106.7M