SourcingSourcing

ROUND TABLE CAPITAL MANAGEMENT, L.P.

C37
CRD 307065·SEC 801-122194·MIAMI, FL
AUM
$362.4M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROUND TABLE CAPITAL MANAGEMENT, L.P.
CRD
307065
SEC file #
801-122194
EIN
—
DBA names
Rtc Partners

Economics

AUM
$362.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$190.7M → $362.4M▲ +90%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
5 advisors → 3 advisors▼ -40%
Primary office
MIAMI FL
Branches
Count1

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/rtcmlp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Brindisi, Anthony
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Brindisi, Anthony
CHANG, ASHLEY
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
fallback_guess:roundtable.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
Jpmorgan6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7269851
Trust Company Affiliate
No

People (3)

3
Brindisi, Anthony
Direct Owner · 37.5%
7269851
CHANG, ASHLEY
Direct Owner · 37.5%
5843805
LEE, CHRISTOPHER, JAMES
Direct Owner · 37.5%
6080855