ROUNDVIEW CAPITAL, LLC
CRD #148083 SEC #801-69519 PRINCETON, NJ 609-688-9500
SEC Registered
Total AUM
$1.9B
Discretionary
$1.7B
Employees
13
Clients
51
Accounts
1,784
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.9B | $1.7B | $133.3M | 13 | 0 |
| Mar 2025 | $1.9B | $1.7B | $133.3M | 13 | 0 |
| Dec 2024 | $1.4B | $1.3B | $108.8M | 12 | 0 |
| Mar 2024 | $1.4B | $1.3B | $108.8M | 12 | 0 |
| Sep 2023 | $1.2B | $1.1B | $106.3M | 12 | 0 |
| Jul 2023 | $1.2B | $1.1B | $106.3M | 12 | 0 |
| Apr 2023 | $1.2B | $1.1B | $106.3M | 12 | 0 |
| Mar 2023 | $1.2B | $1.1B | $106.3M | 12 | 0 |
| Apr 2022 | $1.2B | $1.2B | $20.7M | 12 | 0 |
| Mar 2022 | $1.2B | $1.2B | $20.7M | 12 | 0 |
| Sep 2021 | $1.1B | $1.1B | $23.4M | 12 | 0 |
| Mar 2021 | $938M | $924.1M | $13.8M | 12 | 0 |
| Jun 2020 | $772.7M | $761.9M | $10.8M | 11 | 1 |
| Mar 2020 | $772.7M | $761.9M | $10.8M | 11 | 1 |
| Mar 2019 | $593.1M | $584.1M | $9.1M | 11 | 0 |
| Mar 2018 | $558M | $553.9M | $4.1M | 11 | 0 |
| Jun 2017 | $461.3M | $440.6M | $20.8M | 10 | 300 |
| Apr 2017 | $461.3M | $440.6M | $20.8M | 10 | 300 |
| Mar 2017 | $461.3M | $440.6M | $20.8M | 10 | 300 |
| Mar 2016 | $371M | $359.3M | $11.7M | 9 | 200 |
| Mar 2015 | $387.6M | $378.9M | $8.7M | 9 | 200 |
| Mar 2014 | $323.1M | $316M | $7.1M | 9 | 200 |
| Feb 2013 | $244.4M | $238.5M | $5.9M | 6 | 200 |
| Jul 2012 | $216.8M | $216.4M | $441.6K | 6 | 200 |
| Mar 2012 | $216.8M | $216.4M | $441.6K | 6 | 200 |
| Mar 2012 | $216.8M | $216.4M | $441.6K | 6 | 200 |
| Mar 2011 | $192.1M | $192.1M | $30K | 10 | -- |
| Apr 2010 | $164.3M | $164.3M | $4.7K | 10 | -- |
| Mar 2010 | $155.7M | $155.7M | $26.1K | 10 | -- |
| Apr 2009 | $40.6M | $40.6M | $59.9K | 5 | -- |
DateApr 2025
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$133.3M
Employees13
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$133.3M
Employees13
Clients0
DateDec 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.8M
Employees12
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.8M
Employees12
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$106.3M
Employees12
Clients0
DateJul 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$106.3M
Employees12
Clients0
DateApr 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$106.3M
Employees12
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$106.3M
Employees12
Clients0
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.7M
Employees12
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.7M
Employees12
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$23.4M
Employees12
Clients0
DateMar 2021
Total AUM$938M
Discretionary$924.1M
Non-Disc.$13.8M
Employees12
Clients0
DateJun 2020
Total AUM$772.7M
Discretionary$761.9M
Non-Disc.$10.8M
Employees11
Clients1
DateMar 2020
Total AUM$772.7M
Discretionary$761.9M
Non-Disc.$10.8M
Employees11
Clients1
DateMar 2019
Total AUM$593.1M
Discretionary$584.1M
Non-Disc.$9.1M
Employees11
Clients0
DateMar 2018
Total AUM$558M
Discretionary$553.9M
Non-Disc.$4.1M
Employees11
Clients0
DateJun 2017
Total AUM$461.3M
Discretionary$440.6M
Non-Disc.$20.8M
Employees10
Clients300
DateApr 2017
Total AUM$461.3M
Discretionary$440.6M
Non-Disc.$20.8M
Employees10
Clients300
DateMar 2017
Total AUM$461.3M
Discretionary$440.6M
Non-Disc.$20.8M
Employees10
Clients300
DateMar 2016
Total AUM$371M
Discretionary$359.3M
Non-Disc.$11.7M
Employees9
Clients200
DateMar 2015
Total AUM$387.6M
Discretionary$378.9M
Non-Disc.$8.7M
Employees9
Clients200
DateMar 2014
Total AUM$323.1M
Discretionary$316M
Non-Disc.$7.1M
Employees9
Clients200
DateFeb 2013
Total AUM$244.4M
Discretionary$238.5M
Non-Disc.$5.9M
Employees6
Clients200
DateJul 2012
Total AUM$216.8M
Discretionary$216.4M
Non-Disc.$441.6K
Employees6
Clients200
DateMar 2012
Total AUM$216.8M
Discretionary$216.4M
Non-Disc.$441.6K
Employees6
Clients200
DateMar 2012
Total AUM$216.8M
Discretionary$216.4M
Non-Disc.$441.6K
Employees6
Clients200
DateMar 2011
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$30K
Employees10
Clients--
DateApr 2010
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$4.7K
Employees10
Clients--
DateMar 2010
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$26.1K
Employees10
Clients--
DateApr 2009
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$59.9K
Employees5
Clients--