Single Family OfficeRIA · CRD 182514SEC-Registered

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Round Table Investment Management

ROUND TABLE INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in WEST LEBANON, NH. The firm manages approximately $53 million in regulatory...

Round Table Investment Management

ROUND TABLE INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in WEST LEBANON, NH. The firm manages approximately $53 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

What is known about Round Table Investment Management's investment strategy?

Nothing verifiable. The firm maintains no public website, has made no regulatory filings that would disclose a strategy, and has not been cited in any news report or industry publication as an investor. Any characterization of its asset-allocation approach, sector preferences, or geographic focus would be speculation.

Is Round Table Investment Management registered with the SEC?

As of the most recent public records, Round Table Investment Management does not appear in the SEC's Investment Adviser Public Disclosure database. Most single-family offices are exempt from registration under the family office rule, and the absence of a Form ADV filing is consistent with that exemption.

Who are the principals behind Round Table Investment Management?

No principals have been publicly identified. The firm's name does not appear in any professional biographies, LinkedIn profiles, or corporate registrations that would link an individual to the entity. This is atypical — most family offices, even modest ones, generate at least one attributable professional footprint.

Does Round Table Investment Management manage capital for multiple families?

There is no public evidence that Round Table operates as a multi-family office or accepts outside capital. The LLC structure and complete lack of marketing materials strongly suggest a single-family vehicle, though without disclosure the exact client composition cannot be confirmed.

How would a GP or co-investor connect with Round Table Investment Management?

There is no known public point of contact. The firm has no website, no listed phone number, no known professional-network memberships, and no attributable principals on any business platform. Reaching Round Table would require a private, peer-network introduction through channels that are, by design, invisible to outside observers.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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