| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Shi-Yi Lieu Control | Partner | 10-25% | 2020 |
| Christina Sim Keddie Control | Chief Compliance Officer | Under 5% | 2023 |
| Howard Todd Alter Control | Managing Partner | 25-50% | 2008 |
Roundview Capital, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
Roundview Capital, LLC reports 13 employees.
Roundview Capital, LLC is based in Princeton, NJ and has been SEC-registered since 2008.
Roundview Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 182 Nassau Street, Suite 201, Princeton, NJ 08542-7000 |
| Phone | 609-688-9500 |
| Fax | 609-688-9300 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.74B |
| Non-discretionary | $133.3M |
| Total (RAUM) | $1.88B |