Round Table Services is a fund manager in Westfield with $1.60 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
223671237
SEC advisor number
801-60139
FINRA CRD number
111304
AUM ?
$1.60 bn
(as of 1 Dec 22)
Accounts
1,398
(as of 1 Dec 22)
Employees
23
(17 investment advisory or research)
Address
Round Table Services
241 NORTH AVENUE WEST, SUITE 300
WESTFIELD
NJ 07090
241 NORTH AVENUE WEST, SUITE 300
WESTFIELD
NJ 07090
Office hours
Monday - Friday, 8:30AM-5:00PM
Phone
9087897310
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Miscinski, Kurt, Patrick | President | 11/2022 | < 5% |
Fontana Holdings LLC | Owner | 01/2022 | 25-50% |
Seco, Robert, Joseph | General Counsel | 11/2022 | < 5% |
Pace, Benjamin, a | Chief Investment Officer | 11/2022 | < 5% |
Hilden, Kevin | Chief Operating Officer | 11/2022 | < 5% |
Cerity Partners Equity Holdingllc | Member | 11/2022 | > 75% |
OKeefe, Mary, Claire | Head of Corporate Development | 09/2018 | < 5% |
Evans, Stuart, Ashley | Chief Compliance Officer | 11/2022 | < 5% |
Curtis, Christopher, G. | Chief Financial Officer | 03/2021 | < 5% |
CP Merger II LLC | Member | 07/2022 | > 75% |
CP Merger I LLC | Member | 07/2022 | > 75% |
CP Intermediate II LLC | Member | 07/2022 | > 75% |
CP Intermediate I LLC | Member | 07/2022 | > 75% |
CP Holdings I LLC | Member | 07/2022 | > 75% |
Genstar Capital Partners X, L.P. | Member | 07/2022 | 25-50% |
Genstar Capital X L.P. | General Partner | 07/2022 | |
Genstar X GP LLC | General Partner | 07/2022 | |
Cerity Partners Eoe LLC | Member | 09/2018 | 25-50% |
Miscinski, Kurt, Patrick | Manager | 11/2017 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Round Table Wealth Management | $1.60 bn | |
Countervailing Private Equity Fund, LP | $44.33 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21
13F-HR
Quarterly holdings report by institutional manager
29 Jul 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
21 Oct 20
13F-HR
Quarterly holdings report by institutional manager
10 Aug 20