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).

By the Numbers
  • Total Assets Under Management
    3,339
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $101,167,371
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MA, NY

Financial Advisors at Roundtable Investment Partners
Showing 1 - 1 of 1 top financial advisors.
1
Dermot T. Healey
CRD#: 2110403
280 Park Ave., 22nd Floor East, New York, NY 10017
83
Wealthminder
score

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.

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