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).

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).

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).

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).

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).