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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDRESEN, GEORGE, EDWARD | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHEN, JANET, GARFAI | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEDDIE, CHRISTINA, SIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEDDIE, CHRISTINA, SIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEDDIE, CHRISTINA, SIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEDDIE, CHRISTINA, SIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEDDIE, CHRISTINA, SIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEDDIE, CHRISTINA, SIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEDDIE, CHRISTINA, SIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEDDIE, CHRISTINA, SIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEU, ANDREW, S | I | PRINCIPAL | NA | Control |
| LIEU, ANDREW, S | I | PRINCIPAL | NA | Control |
| LIEU, ANDREW, S | I | PRINCIPAL | NA | Control |
| LIEU, ANDREW, S | I | PRINCIPAL | NA | Control |
| LIEU, ANDREW, S | I | PRINCIPAL | NA | Control |
| LIEU, ANDREW, S | I | PRINCIPAL | NA | Control |
| LIEU, ANDREW, S | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACK, MATTHEW, DOUGLAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | D | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, T | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, TODD | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, TODD | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, TODD | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, TODD | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, TODD | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, TODD | I | MANAGING PARTNER | C | Control |
| ALTER, HOWARD, TODD | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| SHUEH, STEPHEN, KAI-JEN | I | MANAGING PARTNER | C | Control |
| LIEU, ANDREW, S | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| LIEU, ANDREW, S | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| LIEU, ANDREW, S | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| LIEU, ANDREW, S | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| LIEU, ANDREW, S | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| LIEU, ANDREW, S | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| LIEU, ANDREW, S | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| LIEU, ANDREW, S | I | PARTNER | B | Control |
| LIEU, ANDREW, SHI-YI | I | PARTNER | B | Control |
| LIEU, ANDREW, SHI-YI | I | PARTNER | B | Control |
| LIEU, ANDREW, SHI-YI | I | PARTNER | B | Control |
| LIEU, ANDREW, SHI-YI | I | PARTNER | B | Control |
| LIEU, ANDREW, SHI-YI | I | PARTNER | B | Control |
| LIEU, ANDREW, SHI-YI | I | PARTNER | B | Control |
| LIEU, ANDREW, SHI-YI | I | PARTNER | B | Control |
Registrations
Federal
IA
Apr 22, 2025 REGISTERED
Notice Filings (20)
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Address
182 NASSAU STREETSUITE 201
PRINCETON, NJ 08542-7000
United States
Phone: 609-688-9500