Investment adviser · CRD 148083
ROUNDVIEW CAPITAL, LLC
Investment adviser filing (IA)
PRINCETON, NJ, United States · Form ADV filed May 19, 2026
- Regulatory AUM
- $2.13B Form ADV · Item 5.F
- Client accounts
- 1,911 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| High-net-worth individuals | 352 | $1,880,447,222 | 88.4% |
| Charities | 12 | $132,609,952 | 6.2% |
| Corporations & businesses | Fewer than 5 | $53,846,878 | 2.5% |
| Individuals | 192 | $52,087,829 | 2.4% |
| Retirement plans | 6 | $7,367,559 | 0.3% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2106902 · May 19, 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ROUNDVIEW CAPITAL PARTNERS SERIES FUND LLC - SERIES LXRReal Estate Fund · Last reported Mar 22, 2024$75.8KGross asset value
Form D fundraising filings
Roundview Capital Partners Series Fund, LLC - Series LXR
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BERKOWER LLC
PCAOB 217
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3094769368
- Reported beneficial owners
- 21
- Minimum commitment
- $100K
- Form D file number
- 021-437139
Form ADV 1848559 · Mar 22, 2024 · 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: May 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
182 NASSAU STREET, SUITE 201PRINCETON, NJ, 08542-7000, United States
CRD 148083
Filing source
Form ADV 2106902 · May 19, 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.