# Roundtable Healthcare Management, Inc

Roundtable Healthcare Management, Inc is a SEC-Registered Investment Adviser based in Lake Forest, United States.

## Overview

- **Organization type:** SEC-Registered Investment Adviser
- **Headquarters:** Lake Forest, United States
- **Region:** North America
- **Address:** Lake Forest, IL, United States
- **Assets under management:** $3.1B regulatory AUM (Form ADV, March 2026)
- **Website:** roundtablehp.com

## Regulatory record

- **CRD number:** 161235
- **SEC file number:** 801-73397
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26
- **Reports private funds:** Yes

## About

Roundtable Healthcare Management, Inc is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 161235, SEC file 801-73397), with its main office in Lake Forest, Illinois. Its Form ADV filed on 26 March 2026 reports $3.1B in regulatory assets under management across 11 accounts. The firm reports that it advises one or more private funds.

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Updated: 2026-10-14T19:21:12.885Z

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