Roundtable Healthcare Management, Inc
● SEC registered since 2012CRD 161235SEC# 801-73397Lake Forest, IL
Ranks #1,708 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.12B
Fund GAV
$3.12B
Private funds
11
Employees
32
Accounts
11
Location
Lake Forest, IL
Roundtable Healthcare Management, Inc assets under management
Roundtable Healthcare Management, Inc is a registered investment adviser overseen by the SEC based in Lake Forest, IL. The firm has been registered since 2012. It reports $3.1 billion in regulatory assets under management and employs 32 people. Roundtable Healthcare Management, Inc manages 11 private funds with combined gross assets of $3.1 billion, including Roundtable Healthcare Partners VI, LP. By regulatory assets, it ranks 1,708 of 6,004 private fund managers.
Roundtable Healthcare Management, Inc private funds
11 funds · $3.12B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Roundtable Healthcare Partners VI, LP | Private Equity | $979.2M | $5M |
| Roundtable Healthcare Partners V, LP | Private Equity | $782.2M | $5M |
| Santa Cruz Nutritionals Investors, L.L.C. | Private Equity | $535.4M | — |
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Join to unlock · $37/moRoundtable Healthcare Management, Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Maloney Sullivan Control | President | 25-50% | 2019 |
| Bernadette Lee Legarreta | Secretary And Treasurer And Chief Compliance Officer | Under 5% | 2025 |
| Richard Craig Collister Control | President | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Roundtable Healthcare Management, Inc manage?
Roundtable Healthcare Management, Inc reports $3.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Roundtable Healthcare Management, Inc manage?
Roundtable Healthcare Management, Inc manages 11 private funds with combined gross assets of $3.1 billion.
How many employees does Roundtable Healthcare Management, Inc have?
Roundtable Healthcare Management, Inc reports 32 employees.
Where is Roundtable Healthcare Management, Inc located?
Roundtable Healthcare Management, Inc is based in Lake Forest, IL and has been SEC-registered since 2012.
Does Roundtable Healthcare Management, Inc disclose fund performance?
Roundtable Healthcare Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 272 East Deerpath Road, Suite 350, Lake Forest, IL 60045-5314 |
| Phone | 847-739-3200 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.12B▼ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
AUM vs fund managersTop 28%
Larger than 72% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$3.12Bregulatory AUM
Discretionary $3.12B