Rotunda Capital Partners, LLC
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Overview
Rotunda Capital Partners, LLC is located at 4747 Bethesda Avenue, Bethesda, MD. The firm employs 13 financial advisors to manage client portfolios and provide financial guidance. Rotunda Capital Partners, LLC is not a registered broker-dealer.
Rotunda Capital Partners, LLC oversees $677.4 million in assets under management across 11 accounts, all of which are discretionary. The services offered include portfolio management for pooled investment vehicles. The firm caters to pooled investment vehicles, which are also the largest client type by accounts. The fee structure at Rotunda Capital Partners, LLC includes asset-based, performance-based, and other fees.
Rotunda Capital Partners, LLC is registered in the states of Illinois and Maryland.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rotunda Capital Partners, LLC by the Numbers
$677.4 million
22
11
$61.6 million
Fee Structure
Financial management fees usually depend on which services are offered. Fees billed by Rotunda Capital Partners, LLC can include some combination of the following fee structures: asset-based, performance-based, or other.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Rotunda Capital Partners, LLC's largest client group by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rotunda Capital Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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