The ROUNDHILL FINANCIAL is a privately held investment adviser that advises $32.5Bn in regulatory assets under management held in 0 SEC fund types across 4 investment strategies. ROUNDHILL FINANCIAL is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 10,987.38% over the last 5-years.
The Group has been registered with the SEC for 7.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 154 W 14TH ST. 2ND FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 13 employees comprised of 5 investment and 8 non-investment staff. The total number of Employees increased by 225% over the last 5-years.
Their $32.5Bn in assets advised are owned by 0 private funds, 52 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients total $32.5Bn or 100% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 88.86%, 9.55% and 1.58% of total assets, respectively.
They advise 1 types of clients, top clients are Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
ROUNDHILL FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.