ROTUNDA CAPITAL PARTNERS, LLC
CRD #290282 SEC #801-117031 BETHESDA, MD 240-482-0612
SEC Registered Private Funds
Total AUM
$812.7M
Discretionary
$812.7M
Employees
27
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $812.7M | $812.7M | $0 | 27 | 0 |
| Jan 2025 | $677.4M | $677.4M | $0 | 22 | 0 |
| Mar 2024 | $677.4M | $677.4M | $0 | 22 | 0 |
| Apr 2023 | $900.7M | $900.7M | $0 | 18 | 0 |
| Apr 2023 | $900.7M | $900.7M | $0 | 18 | 0 |
| Mar 2023 | $900.7M | $900.7M | $0 | 18 | 0 |
| Apr 2022 | $699.7M | $699.7M | $0 | 15 | 0 |
| Mar 2022 | $699.7M | $699.7M | $0 | 15 | 0 |
| Apr 2021 | $461M | $461M | $0 | 13 | 0 |
| Mar 2021 | $461M | $461M | $0 | 13 | 0 |
| Apr 2020 | $310.7M | $310.7M | $0 | 13 | 0 |
| Mar 2020 | $310.7M | $310.7M | $0 | 13 | 0 |
| Nov 2019 | $260.5M | $260.5M | $0 | 9 | 0 |
| Jun 2019 | $260.5M | $260.5M | $0 | 9 | 0 |
DateMar 2025
Total AUM$812.7M
Discretionary$812.7M
Non-Disc.$0
Employees27
Clients0
DateJan 2025
Total AUM$677.4M
Discretionary$677.4M
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$677.4M
Discretionary$677.4M
Non-Disc.$0
Employees22
Clients0
DateApr 2023
Total AUM$900.7M
Discretionary$900.7M
Non-Disc.$0
Employees18
Clients0
DateApr 2023
Total AUM$900.7M
Discretionary$900.7M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$900.7M
Discretionary$900.7M
Non-Disc.$0
Employees18
Clients0
DateApr 2022
Total AUM$699.7M
Discretionary$699.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$699.7M
Discretionary$699.7M
Non-Disc.$0
Employees15
Clients0
DateApr 2021
Total AUM$461M
Discretionary$461M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$461M
Discretionary$461M
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$310.7M
Discretionary$310.7M
Non-Disc.$0
Employees13
Clients0
DateNov 2019
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2019
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees9
Clients0