# Roundtable Planning & Investments

Roundtable Planning & Investments is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** roundtableplanninginvestments.com

## Regulatory record

- **CRD number:** 335767
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335767

## About

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.

## 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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- [KCONNALLY STRATEGIES, LLC](https://altss.com/profile/kconnally-strategies-llc)
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Last updated: 2026-07-06T01:24:24.654Z

Canonical page: https://altss.com/profile/roundtable-planning-and-investments

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