Round Table Wealth Management – Fund and Executive Details

Fund Companies

Round Table Wealth Management

Round Table Wealth Management is a hedge fund company based in Westfield, NJ. They operate 2 private funds and have approximately $948.3 million in total assets under management (AUM). You can view more information on Round Table Wealth Management including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Round Table Wealth Management

Round Table Wealth Management
241 North Avenue W
Suite 300
Westfield, NJ 7090
United States

Phone: 908-789-7310
Fax: 908-374-2590
Website: http://www.roundtablewealth.com

Overview of Round Table Wealth Management

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-60139

Org#: 111304

Legal Issues: No legal issues reported

Company Type: Hedge Fund

Strategies/Sectors: Fund of Funds

Pooled Investments: Up to 10 percent

Private Funds Managed(2): Rts Tactical Access Fund Lp, Countervailing Private Equity Fund Lp

Ownership/Leadership of Round Table Wealth Management

 

Steven Joseph GiaconaManaging Member
Robert Clifford DavisChief Investment Officer
Bruce Allen HydePartner, Chief Compliance Officer, Wealth Advisor

Round Table Wealth Management Key Stats and Charts

Discretionary AUM: $809 million

Round Table Wealth Management discretionary AUM

Rank: 1130 out of 3271 hedge fund management companies

Total AUM: $948 million

Round Table Wealth Management total assets under management (AUM)

Rank: 1092 out of 3271 hedge fund management companies

# of Accounts: 851

Round Table Wealth Management total client accounts

Rank: 160 out of 3271 hedge fund management companies

Average Account Size: 1114310.6933

Round Table Wealth Management average account size

Rank: 2171 out of 3271 hedge fund management companies

# of Employees: 18

Round Table Wealth Management has 18 employees

Rank: 871 out of 3271 hedge fund management companies

# of Private Funds: 2

Round Table Wealth Management operates 2 private Hedge Fund funds

Rank: 1343 out of 3271 hedge fund management companies

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