SourcingSourcing

ROTUNDA CAPITAL PARTNERS, LLC

C8
CRD 290282·SEC 801-117031·BETHESDA, MD
AUM
$1.61B
$1B+
Est. Revenue
$16.1M
@ 1% on AUM
Est. EBITDA
$4.8M
@ 30% margin
Est. Deal Value
$38.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROTUNDA CAPITAL PARTNERS, LLC
CRD
290282
SEC file #
801-117031
EIN
—
DBA names
—

Economics

AUM
$1.61B
AUM band
$1B+
AUM trajectory
'20'26
$260.5M → $1.61B▲ +517%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
31
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
8 advisors → 18 advisors▲ +125%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
rotundacapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRUEHWIRTH, JOHN, MARTIN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
FRUEHWIRTH, JOHN, MARTIN
LIPSON, DANIEL, BURNES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ROTUNDACAPITAL.COM
Rdap Domain Creation Date
2007-10-27T02:25:01Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
12,077
Form 5500 Compensation Trajectory 3y
202512,077
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
12,077
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo22
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-27T02:25:01Z
Rdap Domain Last Changed
2024-08-28T04:40:43Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2774853
Trust Company Affiliate
No

People (5)

5
JOHN MARTIN FRUEHWIRTH
Direct Owner · 37.5%
2774853
LIPSON, DANIEL, BURNES
Direct Owner · 37.5%
2868331
WHISNER, MICHAEL, COREY
Direct Owner · 37.5%
3116969
WICKHAM, ROBERT, DAVID
Direct Owner · 37.5%
2648309
KENNEDY, RONA
Executive Officer · 2.5%
4897338