Be advised. This firm is no longer registered.

Round Table Investment Management Company, LP

Round Table Investment Management Company, LP (CRD# 158513) is a financial advisory firm headquartered in Charlotte, NC. They manage $477,000,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
214 North Tryon Street, Suite 3000, Charlotte, NC 28202
By the Numbers
  • Total Assets Under Management
    477
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $34,071,429
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Round Table Investment Management Company, LP
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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