Roundtable Healthcare Management, Inc
- Regulatory AUM
- $3.1B
- Discretionary
- $3.1B
- Clients
- 11
- Avg AUM / client
- $284M
- Accounts
- 11
- Employees
- 32
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $3.1B | 100.0% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $3.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Roundtable Healthcare Partners V, Lp | Private Equity Fund | Delaware | $780M | 145 |
| Roundtable Healthcare Partners Vi, Lp | Private Equity Fund | Delaware | $755M | 147 |
| Roundtable Healthcare Partners Iii, L.P. | Private Equity Fund | Delaware | $570M | 172 |
| Santa Cruz Nutritionals Investors, L.L.C. | Private Equity Fund | Delaware | $464M | 4 |
| Roundtable Healthcare Partners Iv, Lp | Private Equity Fund | Delaware | $217M | 177 |
| Roundtable Healthcare Capital Partners Iii, L.P. | Private Equity Fund | Delaware | $115M | 52 |
| Isiah, Llc | Private Equity Fund | Delaware | $50.0M | 1 |
| Roundtable Healthcare Investors Iii, L.P. | Private Equity Fund | Delaware | $17.7M | 28 |
| Roundtable Healthcare Investors Iv, L.P. | Private Equity Fund | Delaware | $2.5M | 18 |
| Roundtable Healthcare Investors V, Lp | Private Equity Fund | Delaware | $2.4M | 10 |
| Roundtable Healthcare Investors Vi, Lp | Private Equity Fund | Delaware | $902K | 4 |
| Tidi Products Investors L.L.C. | Private Equity Fund | Delaware | $80.1K | 2 |
| Roundtable Healthcare Partners, L.P. | Private Equity Fund | Delaware | $0 | 0 |
| Roundtable Healthcare Capital Partners Ii, L.P. | Private Equity Fund | Delaware | $0 | 0 |
| Roundtable Healthcare Investors, L.P. | Private Equity Fund | Delaware | $0 | 0 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sullivan, Barbara, Maloney | Secretary & Treasurer & Managing Partner & Chief Compliance Officer | Jul 2019 (7y) | 25% – 50% | |
| Collister, Richard, Craig | President | Nov 2019 (7y) | 25% – 50% | |
| Kapfer, Thomas, Philip | President | Nov 2019 (7y) | 25% – 50% | |
| Connors, Timothy, John | President | Oct 2022 (4y) | 25% – 50% | |
| Legarreta, Bernadette, Lee | Operating Partner And Chief Financial Officer | Sep 2024 (2y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (18, $3.0B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 3.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗