ROUNDANGLE ADVISORS LLC
CRD #282178 SEC #801-107449 RED BANK, NJ 732-889-3774
SEC Registered
Total AUM
$176.5M
Discretionary
$167.3M
Employees
3
Clients
10
Accounts
387
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $176.5M | $167.3M | $9.2M | 3 | 0 |
| Jul 2025 | $176.5M | $167.3M | $9.2M | 3 | 0 |
| Jan 2025 | $176.5M | $167.3M | $9.2M | 3 | 0 |
| Aug 2024 | $154.6M | $145.9M | $8.7M | 3 | 1 |
| Mar 2024 | $154.6M | $145.9M | $8.7M | 3 | 1 |
| Aug 2023 | $120.4M | $112.2M | $8.2M | 4 | 1 |
| Mar 2023 | $120.4M | $112.2M | $8.2M | 4 | 1 |
| Feb 2023 | $120.4M | $112.2M | $8.2M | 4 | 1 |
| Feb 2023 | $120.4M | $112.2M | $8.2M | 4 | 1 |
| Feb 2023 | $120.4M | $112.2M | $8.2M | 4 | 1 |
| Aug 2022 | $149.6M | $138.3M | $11.4M | 5 | 19 |
| Feb 2022 | $149.6M | $138.3M | $11.4M | 5 | 19 |
| Sep 2021 | $146.7M | $118.3M | $28.4M | 5 | 1 |
| Sep 2021 | $146.7M | $118.3M | $28.4M | 5 | 1 |
| Apr 2021 | $146.7M | $118.3M | $28.4M | 5 | 1 |
| Mar 2021 | $146.7M | $118.3M | $28.4M | 5 | 1 |
| Jun 2020 | $119.3M | $87.2M | $32.2M | 5 | 5 |
| May 2020 | $119.3M | $87.2M | $32.2M | 5 | 5 |
| Jan 2020 | $119.3M | $87.2M | $32.2M | 5 | 5 |
| Dec 2019 | $93.6M | $78.4M | $15.2M | 6 | 0 |
| Apr 2019 | $93.6M | $78.4M | $15.2M | 6 | 0 |
| Mar 2019 | $93.6M | $78.4M | $15.2M | 6 | 0 |
| Dec 2018 | $100.6M | $80.7M | $19.9M | 7 | 0 |
| Jun 2018 | $100.6M | $80.7M | $19.9M | 7 | 0 |
| Apr 2018 | $100.6M | $80.7M | $19.9M | 7 | 0 |
| Apr 2018 | $100.6M | $80.7M | $19.9M | 7 | 0 |
| Mar 2018 | $100.6M | $80.7M | $19.9M | 7 | 0 |
| Jul 2017 | $89.2M | $75.8M | $13.4M | 7 | 200 |
| Jul 2017 | $89.2M | $75.8M | $13.4M | 7 | 200 |
| Mar 2017 | $89.2M | $75.8M | $13.4M | 7 | 200 |
| Mar 2017 | $86.4M | $78.4M | $8M | 8 | 500 |
| Aug 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| Aug 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| Jul 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| Jun 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| May 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| May 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| May 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| May 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| Apr 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| Apr 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| Apr 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
| Mar 2016 | $86.4M | $78.4M | $8M | 8 | 500 |
DateAug 2025
Total AUM$176.5M
Discretionary$167.3M
Non-Disc.$9.2M
Employees3
Clients0
DateJul 2025
Total AUM$176.5M
Discretionary$167.3M
Non-Disc.$9.2M
Employees3
Clients0
DateJan 2025
Total AUM$176.5M
Discretionary$167.3M
Non-Disc.$9.2M
Employees3
Clients0
DateAug 2024
Total AUM$154.6M
Discretionary$145.9M
Non-Disc.$8.7M
Employees3
Clients1
DateMar 2024
Total AUM$154.6M
Discretionary$145.9M
Non-Disc.$8.7M
Employees3
Clients1
DateAug 2023
Total AUM$120.4M
Discretionary$112.2M
Non-Disc.$8.2M
Employees4
Clients1
DateMar 2023
Total AUM$120.4M
Discretionary$112.2M
Non-Disc.$8.2M
Employees4
Clients1
DateFeb 2023
Total AUM$120.4M
Discretionary$112.2M
Non-Disc.$8.2M
Employees4
Clients1
DateFeb 2023
Total AUM$120.4M
Discretionary$112.2M
Non-Disc.$8.2M
Employees4
Clients1
DateFeb 2023
Total AUM$120.4M
Discretionary$112.2M
Non-Disc.$8.2M
Employees4
Clients1
DateAug 2022
Total AUM$149.6M
Discretionary$138.3M
Non-Disc.$11.4M
Employees5
Clients19
DateFeb 2022
Total AUM$149.6M
Discretionary$138.3M
Non-Disc.$11.4M
Employees5
Clients19
DateSep 2021
Total AUM$146.7M
Discretionary$118.3M
Non-Disc.$28.4M
Employees5
Clients1
DateSep 2021
Total AUM$146.7M
Discretionary$118.3M
Non-Disc.$28.4M
Employees5
Clients1
DateApr 2021
Total AUM$146.7M
Discretionary$118.3M
Non-Disc.$28.4M
Employees5
Clients1
DateMar 2021
Total AUM$146.7M
Discretionary$118.3M
Non-Disc.$28.4M
Employees5
Clients1
DateJun 2020
Total AUM$119.3M
Discretionary$87.2M
Non-Disc.$32.2M
Employees5
Clients5
DateMay 2020
Total AUM$119.3M
Discretionary$87.2M
Non-Disc.$32.2M
Employees5
Clients5
DateJan 2020
Total AUM$119.3M
Discretionary$87.2M
Non-Disc.$32.2M
Employees5
Clients5
DateDec 2019
Total AUM$93.6M
Discretionary$78.4M
Non-Disc.$15.2M
Employees6
Clients0
DateApr 2019
Total AUM$93.6M
Discretionary$78.4M
Non-Disc.$15.2M
Employees6
Clients0
DateMar 2019
Total AUM$93.6M
Discretionary$78.4M
Non-Disc.$15.2M
Employees6
Clients0
DateDec 2018
Total AUM$100.6M
Discretionary$80.7M
Non-Disc.$19.9M
Employees7
Clients0
DateJun 2018
Total AUM$100.6M
Discretionary$80.7M
Non-Disc.$19.9M
Employees7
Clients0
DateApr 2018
Total AUM$100.6M
Discretionary$80.7M
Non-Disc.$19.9M
Employees7
Clients0
DateApr 2018
Total AUM$100.6M
Discretionary$80.7M
Non-Disc.$19.9M
Employees7
Clients0
DateMar 2018
Total AUM$100.6M
Discretionary$80.7M
Non-Disc.$19.9M
Employees7
Clients0
DateJul 2017
Total AUM$89.2M
Discretionary$75.8M
Non-Disc.$13.4M
Employees7
Clients200
DateJul 2017
Total AUM$89.2M
Discretionary$75.8M
Non-Disc.$13.4M
Employees7
Clients200
DateMar 2017
Total AUM$89.2M
Discretionary$75.8M
Non-Disc.$13.4M
Employees7
Clients200
DateMar 2017
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateAug 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateAug 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateJul 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateJun 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateMay 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateMay 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateMay 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateMay 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateApr 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateApr 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateApr 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500
DateMar 2016
Total AUM$86.4M
Discretionary$78.4M
Non-Disc.$8M
Employees8
Clients500