| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Roundtable Healthcare Partners V, LP | Private Equity | $934.2M | $5M |
| Roundtable Healthcare Partners III, L.P. | Private Equity | $595.4M | $5M |
| Santa Cruz Nutritionals Investors, L.L.C. | Private Equity | $535.5M | — |
| 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 |
Roundtable Healthcare Management, Inc reports $3.3 billion in regulatory assets under management on its Form ADV.
Roundtable Healthcare Management, Inc manages 12 private funds with combined gross assets of $2.7 billion.
Roundtable Healthcare Management, Inc reports 33 employees.
Roundtable Healthcare Management, Inc is based in Lake Forest, IL and has been SEC-registered since 2012.
Roundtable Healthcare Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $3.3B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.3B |