Asset ManagerRIA · CRD 312645SEC-Registered

Updated:

Roundtable Funding

ROUNDTABLE FUNDING LLC is an SEC-registered investment adviser. It has 3 employees and 1 investment adviser. The firm is based in [insert location].

Roundtable Funding

ROUNDTABLE FUNDING LLC is an SEC-registered investment adviser. It has 3 employees and 1 investment adviser. The firm is based in [insert location].

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Sector focus

Private CreditReal Estate

Frequently asked questions

What type of real estate lending does Roundtable Funding specialize in?

Roundtable Funding specializes in short-term, senior-secured bridge loans for residential real estate operators. Borrowers typically include fix-and-flip developers, rental-property investors, and ground-up construction sponsors. The firm collateralizes each loan with a first-lien position on the underlying property, structuring debt products with terms typically between six and twenty-four months, per publicly available offering materials.

How does Roundtable Funding source capital for its loans?

The firm aggregates capital from individual accredited investors, primarily through self-directed IRA structures, private placement offerings, and direct participation vehicles. Investors gain exposure to real estate debt on a deal-by-deal basis rather than committing to a blind-pool fund, which allows each capital allocation to remain directly tied to an identifiable, collateralized asset.

Is Roundtable Funding an equity investor or a debt provider?

Roundtable Funding operates strictly as a debt provider. The firm structures senior-secured loans collateralized by hard real estate assets and does not take equity positions in properties, sponsor entities, or operating companies. This distinguishes it from hybrid platforms that blend credit exposure with carried-interest equity stakes in developer projects.

What markets does Roundtable Funding operate in?

Specific geographic concentration data is not publicly disclosed in detail, but the firm's offering documents describe a geographically diversified portfolio of first-lien positions across various US housing markets. This suggests a national origination footprint rather than concentration in a single metropolitan region.

Who makes the underwriting and investment decisions at Roundtable Funding?

The names and professional backgrounds of Roundtable Funding's principals and investment committee are not publicly available through the firm's limited public footprint. As is common with private real estate credit shops, underwriting decisions would be made internally by the firm's origination and risk desk, but no named individual is verifiable from current public sources.

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