ROTUNDA CAPITAL PARTNERS, LLC

4747 Bethesda Avenue
Suite 1150
Bethesda, Maryland 20814
Tel: 240-482-0612

About ROTUNDA CAPITAL PARTNERS, LLC

ROTUNDA CAPITAL PARTNERS, LLC, formally registered with the SEC as ROTUNDA CAPITAL PARTNERS, LLC. The firm was established in 07/25/2019. They have over 2 offices throughout the country.

ROTUNDA CAPITAL PARTNERS, LLC is a Bethesda, Maryland based Financial Planning firm with nearly $677,438,964 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290282
SEC#	801-117031
Assets Managed by Firm	$677,438,964
No. of Clients	11
No. of Advisors	22

Fee Structure

A percentage of AUM
Performance Based
Other (PORTFOLIO COMPANY ADVISORY FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$677,438,964

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