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Roundtable Planning & Investments
Roundtable Planning & Investments is a private single-family office focused on planning and investment management for an undisclosed family.
Roundtable Planning & Investments
Roundtable Planning & Investments is a single-family office that oversees the financial affairs of an undisclosed family. The firm's name implies a dual focus on comprehensive financial planning and direct or indirect investment management. Public records do not reveal the founding year, wealth origin, or named principals, indicating a preference for privacy. The firm likely allocates capital across a diversified portfolio including public equities, fixed income, private investments, and real assets. Without public disclosure on specific holdings, the exact asset-class mix and geographic footprint remain unconfirmed. The firm’s approach appears to emphasize long-term wealth preservation and intergenerational transfer. Team size and operational structure are not publicly available. There are no known additional offices or adjacent philanthropic vehicles. No recent operational events have been reported in the past 24 months. The firm's key differentiator is its intentional obscurity — it maintains a low public profile, which is common among smaller single-family offices that prioritize privacy over marketing. This suggests a mandate focused on capital stewardship rather than external fundraising.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Roundtable Planning & Investments?
The firm does not publicly disclose the identity of its principals or investment committee. This is consistent with a single-family office structure that values privacy. Investment decisions are likely made by a small internal team or directly by family members (public record).
How does Roundtable Planning & Investments source proprietary deal flow?
The firm does not appear to have a public deal-sourcing strategy. As a single-family office, it may rely on direct relationships with investment banks, private equity firms, and other family offices. No proprietary deal sourcing has been documented (public record).
Is Roundtable Planning & Investments structured as a single family office or does it operate more like a venture firm?
Based on its name and lack of public presence, it is structured as a single-family office, not a venture firm. It does not market itself to external investors and likely manages the wealth of a single family exclusively (public record).
Does Roundtable Planning & Investments participate in fund commitments or only direct deals?
The firm's investment approach is not publicly disclosed. Single-family offices of its scale typically use a mix of fund commitments through limited partner interests and direct co-investments, but no specific examples are available (public record).
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).
Profile maintained by Altss 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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