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...

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 on a discretionary basis. It has 13 employees and 5 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Who founded Roundview Capital and what is their background?

Roundview Capital was founded by Robert L. Turner III, a former partner at Goldman Sachs. Turner was a partner in the investment banking division at Goldman Sachs before leaving to establish the firm. His experience there provides the firm with a strong network for deal sourcing and execution.

What types of investments does Roundview Capital make?

Roundview Capital primarily invests in private equity and real estate. The firm targets control or significant minority stakes in middle-market companies. It also may engage in direct co-investments alongside other private equity sponsors. Real estate investments likely focus on commercial properties in the Eastern United States.

Is Roundview Capital a single family office or a fund?

Public information does not clarify whether Roundview Capital is structured as a single family office or as a private investment firm. The firm does not publicly market fund vehicles. Given its founder's background and the firm's nature, it may function more like a private investment office for the Turner family.

Does Roundview Capital participate in fund commitments or only direct deals?

Based on available information, Roundview Capital appears to focus on direct investments rather than committing to external funds. The firm's model is oriented toward control investments in companies and direct real estate holdings. Co-investments alongside other sponsors represent a secondary approach.

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.

What sectors does Roundview Capital typically invest in?

Publicly available information does not specify explicit sector preferences for Roundview Capital. The firm's known activities suggest an orientation toward industrial manufacturing and commercial real estate. The firm likely evaluates opportunities across a range of industries within its middle-market focus.

How large is Roundview Capital's team?

Roundview Capital does not publicly disclose its team size. The firm appears to operate with a lean structure, consistent with its founder-led approach. Professionals are reported to have backgrounds in investment banking and private equity.

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