Investment adviser · CRD 173955
ROUNDANGLE ADVISORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 21, 2016
- Regulatory AUM
- $86.4M Form ADV · Item 5.F
- Client accounts
- 546 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 21, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
220 E 42ND STREET, 29TH FLOORNEW YORK, NY, 10017, United States
CRD 173955
Filing source
Form ADV 997152 · Mar 21, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.