Roundtable Healthcare Management, Inc

272 EAST DEERPATH ROAD, SUITE 350, Lake Forest, Illinois 60045-5314

SEC CRD#161235
Last ADV filed: 03/27/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.50%of assets under management

Detailed Fee Schedule

services provided to each Fund, the Firm generally receives an annual management fee of 1.5% per annum (in the case of the Debt Funds) or 2.0% per annum (in the case of the Equity Funds) of the Fund’s aggregate investor commitments during the Fund’s investment period, and afterward, between

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMPerformance-based fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Roundtable Healthcare Management, Inc — Fiduciary Advisor Profile | FiduciaryListings