# Roundview Capital

Roundview Capital is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/roundview-capital-llc

## Regulatory record

- **CRD number:** 148083
- **SEC file number:** 801-69519
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148083

## About

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.

## 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.

## Related profiles

- [NATIONAL RETIREMENT PLAN SERVICES, INC.](https://altss.com/profile/national-retirement-plan-services-inc)
- [Integral Financial Planning](https://altss.com/profile/integral-financial-planning-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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