Roundtable Investment Partners is a private investment partnership founded in 2006 by a group of successful and experienced entrepreneurs, executives and investors. Roundtable's goal is to provide comprehensive wealth creation and legacy building services to help our investors efficiently and effectively achieve their lifestyle, philanthropic and intergenerational goals. Specifically, we offer integrated Strategic Advice & Planning, Investment Management and Merchant Banking solutions to families and institutions.
View Top Employees from Roundtable Investment Partners & Carleon Capital Partners| Website | http://www.roundtableip.com |
| Revenue | $5 million |
| Employees | 22 (2 on RocketReach) |
| Founded | 2006 |
| Address | 277 Park Ave Fl 47, New York, New York 10172, US |
| Phone | (212) 488-5469 |
| Fax | (646) 417-7060 |
| Industry | Finance General, Finance |
| Web Rank | 8 Million |
| Competitors | Coronado Investments, Duell Financial Strategies LLC, IFG Asset Management, Jones Capital Management, Kellner Capital |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52391 Companies, NAICS Code 523 Companies, NAICS Code 523910 Companies |
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Roundtable Investment Partners & Carleon Capital Partners Questions
The Roundtable Investment Partners & Carleon Capital Partners annual revenue was $5 million in 2023.
2 people are employed at Roundtable Investment Partners & Carleon Capital Partners.
Roundtable Investment Partners & Carleon Capital Partners is based in New York, New York.
The NAICS codes for Roundtable Investment Partners & Carleon Capital Partners are [52, 5239, 52391, 523, 523910].
The SIC codes for Roundtable Investment Partners & Carleon Capital Partners are [62, 621].
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