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Roundangle Advisors LLC

CRD 282178SEC# 801-107449Red Bank, NJ
Export (members)
No longer SEC-registered. Roundangle Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$176.5M
Employees
3
Accounts
387
Location
Red Bank, NJ

Roundangle Advisors LLC assets under management

Roundangle Advisors LLC operates as an SEC-registered investment adviser based in Red Bank, NJ. It reports $176.5 million in regulatory assets under management and employs 3 people.

Roundangle Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Deirdre Ann Derosa ControlChief Compliance OfficerUnder 5%2023
Jonathan Evan Bernstein ControlManaging MemberOver 75%2015
Manuela Diaz ControlChief Operating OfficerUnder 5%2017

Frequently asked questions

How much does Roundangle Advisors LLC manage?

Roundangle Advisors LLC reports $176.5 million in regulatory assets under management on its Form ADV.

How many employees does Roundangle Advisors LLC have?

Roundangle Advisors LLC reports 3 employees.

Where is Roundangle Advisors LLC located?

Roundangle Advisors LLC is based in Red Bank, NJ.

Does Roundangle Advisors LLC disclose fund performance?

Roundangle Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Harding Road, Suite 206, Red Bank, NJ 07701
Office hours8:30 a.m. To 5:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$167.3M
Non-discretionary$9.2M
Total (RAUM)$176.5M