Investment adviser · CRD 290282
ROTUNDA CAPITAL PARTNERS, LLC
Investment adviser filing (IA)
BETHESDA, MD, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $1.61B Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 12 | $1,607,240,723 | 100.0% |
Filing source
Form ADV 2079743 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
23 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.
ROTUNDA CAPITAL PARTNERS FUND IV, L.P.Private Equity Fund · Last reported Mar 27, 2026$686MGross asset value
Form D fundraising filings
ROTUNDA CAPITAL PARTNERS FUND IV, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
CAMPBELL LUTYENS & CO. INC.
CRD 133376 · SEC 8-66720
Fund details & source
- Fund ID
- 805-1529868051
- Reported beneficial owners
- 72
- Minimum commitment
- $10M
- Form D file number
- 021-536858
Form ADV 2079743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROTUNDA CAPITAL PARTNERS FUND III, L.P.Private Equity Fund · Last reported Mar 27, 2026$423MGross asset value
Form D fundraising filings
ROTUNDA CAPITAL PARTNERS FUND III, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
CAMPBELL LUTYENS & CO. INC.
CRD 133376 · SEC 8-66720
Fund details & source
- Fund ID
- 805-7319040554
- Reported beneficial owners
- 56
- Minimum commitment
- $10M
- Form D file number
- 021-439693
Form ADV 2079743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROTUNDA CAPITAL PARTNERS FUND II, LPPrivate Equity Fund · Last reported Mar 27, 2026$283MGross asset value
Form D fundraising filings
ROTUNDA CAPITAL PARTNERS FUND II, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
UBS SECURITIES LLC
CRD 7654 · SEC 8-22651
Fund details & source
- Fund ID
- 805-6507761931
- Reported beneficial owners
- 28
- Minimum commitment
- $500K
- Form D file number
- 021-341392
Form ADV 2079743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RCP LEHMAN PIPE CO-INVEST, L.P.Private Equity Fund · Last reported Mar 27, 2026$59.7MGross asset value
Form D fundraising filings
RCP LEHMAN PIPE CO-INVEST, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-9880015577
- Reported beneficial owners
- 9
- Minimum commitment
- $600K
- Form D file number
- 021-522293
Form ADV 2079743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ROTUNDA CAPITAL PARTNERS FUND II-A, L.P.Private Equity Fund · Last reported Mar 27, 2026$58.9MGross asset value
Form D fundraising filings
ROTUNDA CAPITAL PARTNERS FUND II-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
UBS SECURITIES LLC
CRD 7654 · SEC 8-22651
Fund details & source
- Fund ID
- 805-8440032359
- Reported beneficial owners
- 8
- Minimum commitment
- $500K
- Form D file number
- 021-341393
Form ADV 2079743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RCP CAPITAL MACHINE AIV, L.P.Private Equity Fund · Last reported Mar 27, 2026$48.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-6691605401
- Reported beneficial owners
- 52
- Minimum commitment
- $4.01K
Form ADV 2079743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RCP RMH AIV, LPPrivate Equity Fund · Last reported Mar 27, 2026$21MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-3493680579
- Reported beneficial owners
- 50
- Minimum commitment
- $3.46K
Form ADV 2079743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
4747 BETHESDA AVENUE, SUITE 1150BETHESDA, MD, 20814, United States
CRD 290282
Filing source
Form ADV 2079743 · Mar 27, 2026 · 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.