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Roundtable Planning & Investments
ROUNDTABLE PLANNING & INVESTMENTS is a state-registered investment adviser. The firm manages around $3 million in regulatory assets. It has 1 employee and 1...
Overview
ROUNDTABLE PLANNING & INVESTMENTS is a state-registered investment adviser. The firm manages around $3 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is Roundtable Planning & Investments' known posture on co-investments alongside external GPs?
There is no public disclosure regarding co-investment activity. Many private family offices occasionally co-invest, but Roundtable Planning & Investments has not been cited in any known deal syndicate or co-investment club (public record).
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