RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Adloff, Richard, CliftonIPARTNERNA Control
Adloff, Richard, CliftonIPARTNERNA Control
Adloff, Richard, CliftonIPARTNER, CHIEF COMPLIANCE OFFICERNA Control
Adloff, Richard, CliftonISECRETARY, TREASURER, CHIEF COMPLIANCE OFFICERNA Control
Adloff, Richard, CliftonISECRETARY, TREASURER, CHIEF COMPLIANCE OFFICERNA Control
Adloff, Richard, CliftonISECRETARY, TREASURER, CHIEF COMPLIANCE OFFICERNA Control
Adloff, Richard, CliftonISECRETARY, TREASURER, CHIEF COMPLIANCE OFFICERNA Control
Adloff, Richard, CliftonISECRETARY, TREASURER, CHIEF COMPLIANCE OFFICERNA Control
COLLISTER, RICHARD, CRAIGIVICE PRESIDENTNA Control
COLLISTER, RICHARD, CRAIGIVICE PRESIDENTNA Control
COLLISTER, RICHARD, CRAIGIVICE PRESIDENTNA Control
COLLISTER, RICHARD, CRAIGIVICE PRESIDENTNA Control
DAMICO, JOSEPH, FRANCISIPARTNERNA Control
DAMICO, JOSEPH, FRANCISIPARTNERNA Control
DAMICO, JOSEPH, FRANCISIPARTNERNA Control
DAMICO, JOSEPH, FRANCISIPARTNERNA Control
DAMICO, JOSEPH, FRANCISIPARTNERNA Control
DAMICO, JOSEPH, FRANCISIPARTNERNA Control
DAMICO, JOSEPH, FRANCISIPARTNERNA Control
DAMICO, JOSEPH, FRANCISIPARTNERNA Control
HOCHMAN, ANDREW, BENNETTIPARTNERNA Control
HOCHMAN, ANDREW, BENNETTIPARTNERNA Control
HOCHMAN, ANDREW, BENNETTIPARTNERNA Control
HOCHMAN, ANDREW, BENNETTIPARTNERNA Control
HOCHMAN, ANDREW, BENNETTIPARTNERNA Control
HOCHMAN, ANDREW, BENNETTIPARTNERNA Control
HOCHMAN, ANDREW, BENNETTIPARTNERNA Control
HOCHMAN, ANDREW, BENNETTIPARTNERNA Control
HOCHMAN, ANDREW, BENNETTIVICE PRESIDENTNA Control
HOCHMAN, ANDREW, BENNETTIVICE PRESIDENTNA Control
HOCHMAN, ANDREW, BENNETTIVICE PRESIDENTNA Control
HOCHMAN, ANDREW, BENNETTIVICE PRESIDENTNA Control
HOCHMAN, ANDREW, BENNETTIVICE PRESIDENTNA Control
KOO, DAVID, J.IPARTNERNA Control
KOO, DAVID, J.IPARTNERNA Control
KOO, DAVID, J.IPARTNERNA Control
KOO, DAVID, J.IPARTNERNA Control
KOO, DAVID, JAIVICE PRESIDENTNA Control
KOO, DAVID, JAIVICE PRESIDENTNA Control
KOO, DAVID, JAIVICE PRESIDENTNA Control
KOO, DAVID, JAIVICE PRESIDENTNA Control
KUHR, LEONARD, GERARDISECRETARY AND TREASURER, CHIEF COMPLIANCE OFFICERNA Control
KUHR, LEONARD, GERARDISECRETARY AND TREASURER, CHIEF COMPLIANCE OFFICERNA Control
KUHR, LEONARD, GERARDISECRETARY AND TREASURER, CHIEF COMPLIANCE OFFICERNA Control
KUHR, LEONARD, GERARDISECRETARY AND TREASURER, CHIEF COMPLIANCE OFFICERNA Control
KUHR, LEONARD, GERARDISECRETARY AND TREASURER, CHIEF COMPLIANCE OFFICERNA Control
KUHR, LEONARD, GERARDISECRETARY AND TREASURER, CHIEF COMPLIANCE OFFICERNA Control
KUHR, LEONARD, GERARDISECRETARY AND TREASURERNA Control
Legarreta, Bernadette, LeeIOPERATING PARTNER AND CHIEF FINANCIAL OFFICERNA
Legarreta, Bernadette, LeeISECRETARY AND TREASURER AND CHIEF COMPLIANCE OFFICERNA
STAUNER, JAMES, PHILIPIVICE PRESIDENTNA Control
STAUNER, JAMES, PHILIPIVICE PRESIDENTNA Control
STAUNER, JAMES, PHILIPIVICE PRESIDENTNA Control
STAUNER, JAMES, PHILIPIVICE PRESIDENTNA Control
STAUNER, JAMES, PHILIPIPARTNERNA Control
STAUNER, JAMES, PHILIPIPARTNERNA Control
STAUNER, JAMES, PHILIPIPARTNERNA Control
STAUNER, JAMES, PHILIPIPARTNERNA Control
STAUNER, JAMES, PHILIPIPARTNERNA Control
STAUNER, JAMES, PHILIPIPARTNERNA Control
STAUNER, JAMES, PHILIPIPARTNERNA Control
STAUNER, JAMES, PHILIPIPARTNERNA Control
SULLIVAN, BARBARA, MALONEYICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARYNA Control
Sullivan, BarbaraICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARYNA Control
Sullivan, BarbaraICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARYNA Control
Sullivan, BarbaraICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARYNA Control
Sullivan, BarbaraICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARYNA Control
Sullivan, BarbaraICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARYNA Control
Sullivan, BarbaraICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARYNA Control
Sullivan, BarbaraICHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARYNA Control
THOMPSON, TIMOTHY, SANDSIVICE PRESIDENTNA Control
THOMPSON, TIMOTHY, SANDSIVICE PRESIDENTNA Control
THOMPSON, TIMOTHY, SANDSIVICE PRESIDENTNA Control
THOMPSON, TIMOTHY, SANDSIVICE PRESIDENTNA Control
THOMPSON, TIMOTHY, SANDSIPARTNERNA Control
THOMPSON, TIMOTHY, SANDSIPARTNERNA Control
UTTS, JAMES, EDGARIVICE PRESIDENTNA Control
UTTS, JAMES, EDGARIVICE PRESIDENTNA Control
UTTS, JAMES, EDGARIVICE PRESIDENTNA Control
UTTS, JAMES, EDGARIVICE PRESIDENTNA Control
UTTS, JAMES, EDGARIPARTNERNA Control
UTTS, JAMES, EDGARIPARTNERNA Control
UTTS, JAMES, EDGARIPARTNERNA Control
UTTS, JAMES, EDGARIPARTNERNA Control
UTTS, JAMES, EDGARIPARTNERNA Control
UTTS, JAMES, EDGARIPARTNERNA Control
UTTS, JAMES, EDGARIPARTNERNA Control
UTTS, JAMES, EDGARIPARTNERNA Control
DAMICO, JOSEPH, FRANCISICO-PRESIDENTD Control
DAMICO, JOSEPH, FRANCISICO-PRESIDENTD Control
DAMICO, JOSEPH, FRANCISICO-PRESIDENTD Control
DAMICO, JOSEPH, FRANCISICO-PRESIDENTD Control
KNIGHT, LESTER, BENJAMINICO-PRESIDENTD Control
KNIGHT, LESTER, BENJAMINICO-PRESIDENTD Control
KNIGHT, LESTER, BENJAMINICO-PRESIDENTD Control
KNIGHT, LESTER, BENJAMINICO-PRESIDENTD Control
COLLISTER, RICHARD, CRAIGIPARTNERC Control
COLLISTER, RICHARD, CRAIGIPARTNERC Control
COLLISTER, RICHARD, CRAIGIPARTNERC Control
COLLISTER, RICHARD, CRAIGIPARTNERC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPRESIDENTC Control
CONNORS, TIMOTHY, JOHNIPRESIDENTC Control
CONNORS, TIMOTHY, JOHNIPRESIDENTC Control
CONNORS, TIMOTHY, JOHNIPRESIDENTC Control
CONNORS, TIMOTHY, JOHNIPRESIDENTC Control
CONNORS, TIMOTHY, JOHNIPRESIDENTC Control
CONNORS, TIMOTHY, JOHNIPRESIDENTC Control
Frechette, PierreIPARTNERC Control
Frechette, PierreIPARTNERC Control
Frechette, PierreIPARTNERC Control
Frechette, PierreIPARTNERC Control
Frechette, PierreIPRESIDENTC Control
Frechette, PierreIPRESIDENTC Control
Frechette, PierreIPRESIDENTC Control
Frechette, PierreIPRESIDENTC Control
Frechette, PierreIPRESIDENTC Control
KNIGHT, LESTER, BENJAMINIPRESIDENTC Control
KNIGHT, LESTER, BENJAMINIPRESIDENTC Control
KNIGHT, LESTER, BENJAMINIPRESIDENTC Control
KNIGHT, LESTER, BENJAMINIPRESIDENTC Control
KNIGHT, LESTER, BENJAMINIPRESIDENTC Control
KNIGHT, LESTER, BENJAMINIPRESIDENTC Control
Kapfer, Thomas, PhilipIPARTNERC Control
Kapfer, Thomas, PhilipIPARTNERC Control
Kapfer, Thomas, PhilipIPARTNERC Control
Kapfer, Thomas, PhilipIPARTNERC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
Kapfer, Thomas, PhilipIPRESIDENTC Control
SULLIVAN, BARBARA, MALONEYISECRETARY & TREASURER & CFO & CCOC Control
SULLIVAN, BARBARA, MALONEYISECRETARY & TREASURER & MANAGING PARTNER & CHIEF COMPLIANCE OFFICERC Control
SULLIVAN, BARBARA, MALONEYIPRESIDENTC Control
COLLISTER, RICHARD, CRAIGIPARTNERB Control
COLLISTER, RICHARD, CRAIGIPARTNERB Control
COLLISTER, RICHARD, CRAIGIPARTNERB Control
COLLISTER, RICHARD, CRAIGIPARTNERB Control
Frechette, PierreIPARTNERB Control
Frechette, PierreIPARTNERB Control
KNIGHT, LESTER, BENJAMINIPRESIDENTB Control
KNIGHT, LESTER, BENJAMINIPRESIDENTB Control
KOO, DAVID, J.IPARTNERB Control
KOO, DAVID, JAIPARTNERB Control
KOO, DAVID, JAIPARTNERB Control
KOO, DAVID, JAIPARTNERB Control
Kapfer, Thomas, PhilipIPARTNERB Control
Kapfer, Thomas, PhilipIPARTNERB Control
Kapfer, Thomas, PhilipIPARTNERB Control
Kapfer, Thomas, PhilipIPARTNERB Control
Frechette, PierreIPARTNERA Control
Frechette, PierreIPARTNERA Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (1)

IL

Address

272 EAST DEERPATH ROAD, SUITE 350
LAKE FOREST, IL 60045-5314
United States
Phone: 847-739-3200