Roundtable Investment Partners
Roundtable Investment Partners (CRD# 143108) is a financial advisory firm headquartered in New York, NY. They manage $3,338,523,255 in 33 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management3,339MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$101,167,371
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
IL, MA, NY
Dermot Healey (CRD# 2110403) is an Investment Advisor Representative working at Roundtable Investment Partners in New York, NY and has over 25 years of experience in the finance industry.