ROUNDTABLE HEALTHCARE MANAGEMENT, INC
CRD #161235 SEC #801-73397 LAKE FOREST, IL 847-739-3200
SEC Registered Private Funds
Total AUM
$3.3B
Discretionary
$3.3B
Employees
33
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.3B | $3.3B | $0 | 33 | 0 |
| Oct 2024 | $3B | $3B | $0 | 29 | 0 |
| Mar 2024 | $3B | $3B | $0 | 29 | 0 |
| May 2023 | $3.3B | $3.3B | $0 | 28 | 0 |
| Apr 2023 | $3.3B | $3.3B | $0 | 28 | 0 |
| Mar 2023 | $3.3B | $3.3B | $0 | 28 | 0 |
| Apr 2022 | $3.4B | $3.4B | $0 | 33 | 0 |
| Mar 2022 | $3.4B | $3.4B | $0 | 33 | 0 |
| Apr 2021 | $3.9B | $3.9B | $0 | 31 | 0 |
| Mar 2021 | $3.9B | $3.9B | $0 | 31 | 0 |
| Mar 2020 | $2.9B | $2.9B | $0 | 30 | 0 |
| Aug 2019 | $2.1B | $2.1B | $0 | 33 | 13 |
| May 2019 | $2.1B | $2.1B | $0 | 33 | 13 |
| Mar 2019 | $2.1B | $2.1B | $0 | 33 | 13 |
| Mar 2018 | $2.4B | $2.4B | $0 | 30 | 13 |
| Mar 2017 | $1.9B | $1.9B | $0 | 29 | 11 |
| Mar 2016 | $2.1B | $2.1B | $0 | 29 | 11 |
| Mar 2015 | $1.7B | $1.7B | $0 | 27 | 11 |
| Mar 2014 | $1.6B | $1.6B | $0 | 27 | 11 |
| Mar 2013 | $1.5B | $1.5B | $0 | 25 | 1 |
| Feb 2012 | $1.6B | $1.6B | $0 | -- | 1 |
DateMar 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees33
Clients0
DateOct 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees29
Clients0
DateMar 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees29
Clients0
DateMay 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees28
Clients0
DateApr 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees28
Clients0
DateMar 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees28
Clients0
DateApr 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees33
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees33
Clients0
DateApr 2021
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees31
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees31
Clients0
DateMar 2020
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees30
Clients0
DateAug 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees33
Clients13
DateMay 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees33
Clients13
DateMar 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees33
Clients13
DateMar 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees30
Clients13
DateMar 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees29
Clients11
DateMar 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees29
Clients11
DateMar 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients11
DateMar 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees27
Clients11
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients1
DateFeb 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients1