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Asset ManagerRIA · CRD 148083SEC-Registered

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Roundview Capital

ROUNDVIEW CAPITAL, LLC is an SEC-registered investment adviser in PRINCETON, NJ, registered since 2008. The firm manages $2.1 billion in assets, $2.0 billion...

Overview

ROUNDVIEW CAPITAL, LLC is an SEC-registered investment adviser in PRINCETON, NJ, registered since 2008. The firm manages $2.1 billion in assets, $2.0 billion on a discretionary basis. It has 13 employees and 5 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

What is the geographic focus of Roundview Capital's investments?

Roundview Capital primarily focuses on opportunities in North America, with a particular emphasis on the Eastern United States. This aligns with the firm's New York headquarters and the founder's network. No investments outside of North America have been publicly noted.

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