ROUNDSTONE ADVISORS, LLC
CRD #135668 SEC #801-64339 ACTON, MA 978-635-3700
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $1.2B | $1.2B | $0 | 10 | -- |
| Mar 2007 | $1.5B | $1.5B | $0 | 5 | -- |
| Feb 2007 | $1.5B | $1.5B | $0 | 5 | -- |
| Mar 2006 | $1.2B | $1.2B | $0 | 5 | -- |
| Dec 2005 | $1.1B | $1.1B | $0 | 5 | -- |
| Nov 2005 | $2M | $2M | $0 | 5 | -- |
| Jun 2005 | $1.2M | $1.2M | $0 | 5 | -- |
| May 2005 | $1.2M | $1.2M | $0 | 5 | -- |
DateMar 2008
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees5
Clients--