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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERCY, MELINDA, STACY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERCY, MELINDA, STACY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERCY, MELINDA, STACY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DIAZ, MANUELA | I | CHIEF OPERATING OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Deirdre, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEN, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | E | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | D | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | D | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | D | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | D | Control |
| BERNSTEIN, JONATHAN, EVAN | I | MANAGING MEMBER | D | Control |
| GERUT, BENJAMIN, SAMUEL | I | MEMBER | C | Control |
| GERUT, BENJAMIN | I | MEMBER | B | |
| GERUT, BENJAMIN | I | MEMBER | B | |
| GERUT, BENJAMIN | I | MEMBER | B | |
| GERUT, BENJAMIN | I | MEMBER | B | |
| GERUT, BENJAMIN, SAMUEL | I | MEMBER | B | Control |
| GERUT, BENJAMIN, SAMUEL | I | MEMBER | B | Control |
| GERUT, BENJAMIN, SAMUEL | I | MEMBER | B | Control |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B | |
| KUZARI ASSET MANAGEMENT, LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
| GERUT, BENJAMIN, SAMUEL | I | KUZARI ASSET MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Aug 4, 2025 REGISTERED
Notice Filings (7)
FL NH NJ NY OH PA TX
Address
1 HARDING ROADSUITE 206
RED BANK, NJ 07701
United States
Phone: 732-889-3774