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Private equityFirmbuyoutlower middle market

Rotunda Capital Partners, LLC

Private Equity

Bethesda, MD

We believe we are the private equity partner of choice for family and founder owned industrial businesses seeking shared success.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:8e239c87-aae0-40f1-9786-78fd4b5ac1d6

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 10:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 87
Dated events: 32
On other graphs: 3
Observed: Sep 13, 2026 to Sep 16, 2026
39 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Rotunda Capital Partners, LLC

Venture manager · shared crd

Independent Sponsorsidentity

Rotunda Capital Partners, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

ROTUNDA CAPITAL PARTNERS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 19
PE funds: 19
Vintages: 2018 to 2023
PE GAV, 2024 filing: $677Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $677M
Investments: 32
Active investments: 19
Size band: LOWER MIDDLE MARKETderivedproxy: $0.68bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Stated sectors: industrials,business_services,distribution,transportation_logistics,infrastructure
Stated EBITDA range: n/a to $50.0M
Stated control: control
Latest ADV filing: Mar 25, 2024
Employees (ADV): 22
Website: rotundacapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Rotunda Capital Partners Fund III, L.P.	2023	Early deployment	Private Equity Fund	n/a	$437M
RCP Storm Smart Co-Invest, L.P.	2022	Early deployment	Private Equity Fund	n/a	$9.7M
Rotunda Capital Partners Fund Ii-A, L.P.	2021	Unknown	Private Equity Fund	n/a	$36.4M
Rotunda Capital Partners Trinity Co-Invest, L.P.	2021	Unknown	Private Equity Fund	n/a	$9.8M
Rotunda Capital Partners Fund II, LP	2020	Successor fundraising	Private Equity Fund	n/a	$182M
RCP Mf2, LLC	2020	Harvest	Private Equity Fund	n/a	$7,969
Amware Logistics 2, LLC	2019	Successor fundraising	Private Equity Fund	n/a	$890,228
Rcp-Dr2, LLC	2019	Wound down	Private Equity Fund	n/a	$83,180
Rcp-Mq, LLC	2019	Wound down	Private Equity Fund	n/a	$410,907
Rcp-Ssi, LLC	2018	Wound down	Private Equity Fund	n/a	$297,684
Rcp-Rg, LLC	n/a	Harvest	Private Equity Fund	n/a	$0
Rcp-Rg2, LLC	n/a	Harvest	Private Equity Fund	n/a	$0
Rcp-Pi, LLC	n/a	Wound down	Private Equity Fund	n/a	$23,404
Rcp-Mf, LLC	n/a	Harvest	Private Equity Fund	n/a	$2,614
RCP Direct Opportunity Fund I, LLC	n/a	Wound down	Private Equity Fund	n/a	$2.5M
Rcp-Al, LLC	n/a	Harvest	Private Equity Fund	n/a	$1.8M
Rcp-Msc, LLC	n/a	Wound down	Private Equity Fund	n/a	$236,177
Rcp-Ifp, LLC	n/a	Wound down	Private Equity Fund	n/a	$9.9M
Rcp-Dr, LLC	n/a	Wound down	Private Equity Fund	n/a	$414,588

Investments

Company	State	Role	Control	Invested	Exited	Status
Paceline Companies	n/a	unknown	unknown	n/a	n/a	active
Capital Machine Technologies	n/a	unknown	unknown	n/a	n/a	active
AirPro Diagnostics	n/a	unknown	unknown	n/a	n/a	active
RMH Systems	n/a	unknown	unknown	n/a	n/a	active
Value Added Distributors	n/a	unknown	unknown	n/a	n/a	active
Mama Lycha Foods	n/a	unknown	unknown	n/a	n/a	active
Lehman Pipe and Supply Inc.	n/a	unknown	unknown	n/a	n/a	active
Door Pro America	n/a	unknown	unknown	n/a	n/a	active
Bron Tapes	n/a	unknown	unknown	n/a	n/a	active
U.S. Waterproofing	n/a	unknown	unknown	n/a	n/a	active
Canter Power Systems	n/a	unknown	unknown	n/a	n/a	active
Siegel Ingredients	n/a	unknown	unknown	n/a	n/a	active
Refrigeration Sales Corporation	n/a	unknown	unknown	n/a	n/a	exited
American Equipment	n/a	unknown	unknown	n/a	n/a	active
Storm Smart	n/a	unknown	unknown	n/a	n/a	active
Trafera	n/a	unknown	unknown	n/a	n/a	active
Macqueen Equipment	n/a	unknown	unknown	n/a	n/a	exited
StreetShares	n/a	unknown	unknown	n/a	n/a	exited
FreshEdge	n/a	unknown	unknown	n/a	n/a	exited
Microf	n/a	unknown	unknown	n/a	n/a	exited
Munch’s Supply	n/a	unknown	unknown	n/a	n/a	exited
Amware Logistics	n/a	unknown	unknown	n/a	n/a	exited
MOTIS Brands	n/a	unknown	unknown	n/a	n/a	exited
Primary Integration	n/a	unknown	unknown	n/a	n/a	exited
Rubicon Global	n/a	unknown	unknown	n/a	n/a	exited
Financial Pacific Company	n/a	unknown	unknown	n/a	n/a	exited
Air Express of Chicago	n/a	unknown	unknown	n/a	n/a	exited
Worldwide Express	n/a	unknown	unknown	n/a	n/a	exited
From Chicago Market Leader to Multi-State HVAC Platform	n/a	unknown	unknown	n/a	n/a	active
Building a Differentiated Municipal Equipment and Service Platform	n/a	unknown	unknown	n/a	n/a	active

Relationships

showing 80 of 87

Employs (33)

→ Lucas EpsteinPersonAssociate
factThe subject's own site
→ Marissa GoodstonePersonExecutive Assistant
factThe subject's own site
→ Michelle LiPersonDirector of Operations
factThe subject's own site
→ Daniel WongPersonAccounting and Tax Manager
factThe subject's own site
→ Katherine StantonPersonAssociate
factThe subject's own site
→ Alex LaveryPersonAssociate, Business Development
factThe subject's own site
→ John Martin FruehwirthPersonManaging Partner
Jan 1, 2015 to presentfactForm ADV, The subject's own site
→ Dan LipsonPersonManaging Partner
factThe subject's own site
→ Corey WhisnerPersonManaging Partner
factThe subject's own site
→ Bob WickhamPersonPartner
factThe subject's own site
→ Ryan AprillPersonPartner
factThe subject's own site
→ Rohit DhakePersonPartner, Chief Financial Officer/Chief Compliance Officer
factThe subject's own site
→ Rona KennedyPersonChief Compliance Officer, Chief Financial Officer
Oct 1, 2019 to presentfactForm ADV, The subject's own site
→ Margaux VallePersonOperating Partner
factThe subject's own site
→ Matthew MitchellPersonOperating Partner
factThe subject's own site
→ Rich SprattPersonPrincipal
factThe subject's own site
→ Cara HauanPersonVice President, Data & Analytics
factThe subject's own site
→ Nathan BertschPersonOperating Vice President
factThe subject's own site
→ Bryan BournePersonVice President, Data & Analytics
factThe subject's own site
→ Charlie CarberyPersonVice President
factThe subject's own site
→ Alex GebertPersonOperating Vice President
factThe subject's own site
→ Kristalee OverdahlPersonVice President
factThe subject's own site
→ Nick PetruzziPersonVice President
factThe subject's own site
→ Blake WeirPersonController / Compliance
factThe subject's own site
→ Emmy FrenzPersonSenior Associate
factThe subject's own site
→ Akhil ChittajalluPersonSenior Associate
factThe subject's own site
→ Chris BeckerPersonSenior Associate
factThe subject's own site
→ Jacob SnowPersonSenior Associate, Data & Analytics
factThe subject's own site
→ Jorge SolisPersonSenior Associate, Business Development
factThe subject's own site
→ Mara TostengardPersonAssociate
factThe subject's own site
and 3 more

Invested in (32)

→ StreetSharesCompanyunknown
factThe subject's own site
→ Lehman Pipe and Supply Inc.Companyunknown
factThe subject's own site
→ Door Pro AmericaCompanyunknown
factThe subject's own site
→ Bron TapesCompanyunknown
factThe subject's own site
→ U.S. WaterproofingCompanyunknown
factThe subject's own site
→ Canter Power SystemsCompanyunknown
factThe subject's own site
→ Siegel IngredientsCompanyunknown
factThe subject's own site
→ Refrigeration Sales CorporationCompanyunknown
factThe subject's own site
→ American EquipmentCompanyunknown
factThe subject's own site
→ Storm SmartCompanyunknown
factThe subject's own site
→ TraferaCompanyunknown
factThe subject's own site
→ Macqueen EquipmentCompanyunknown
factThe subject's own site
→ FreshEdgeCompanyunknown
factThe subject's own site
→ MicrofCompanyunknown
factThe subject's own site
→ Munch’s SupplyCompanyunknown
factThe subject's own site
→ Amware LogisticsCompanyunknown
factThe subject's own site
→ MOTIS BrandsCompanyunknown
factThe subject's own site
→ Primary IntegrationCompanyunknown
factThe subject's own site
→ Rubicon GlobalCompanyunknown
factThe subject's own site
→ Financial Pacific CompanyCompanyunknown
factThe subject's own site
→ Air Express of ChicagoCompanyunknown
factThe subject's own site
→ Worldwide ExpressCompanyunknown
factThe subject's own site
→ From Chicago Market Leader to Multi-State HVAC PlatformCompanyunknown
factThe subject's own site
→ Building a Differentiated Municipal Equipment and Service PlatformCompanyunknown
factThe subject's own site
→ Building a Super-Regional Leader in PVF DistributionCompanyunknown
factThe subject's own site
→ Building a National Platform Around Essential Power ServicesCompanyunknown
factThe subject's own site
→ Paceline CompaniesCompanyunknown
factThe subject's own site
→ Capital Machine TechnologiesCompanyunknown
factThe subject's own site
→ AirPro DiagnosticsCompanyunknown
factThe subject's own site
→ RMH SystemsCompanyunknown
factThe subject's own site
and 2 more

Manages (13)

→ Rcp-Mq, LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Rcp-Dr2, LLCFundPrivate Equity Fund
Jun 25, 2019 to presentfactForm ADV
→ Rotunda Capital Partners Fund II, LPFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ RCP Mf2, LLCFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Rotunda Capital Partners Fund Ii-A, L.P.FundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ Rotunda Capital Partners Trinity Co-Invest, L.P.FundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ RCP Storm Smart Co-Invest, L.P.FundPrivate Equity Fund
Mar 29, 2022 to presentfactForm ADV
→ Rotunda Capital Partners Fund III, L.P.FundPrivate Equity Fund
Mar 29, 2023 to presentfactForm ADV
→ Rcp-Dr, LLCFundPrivate Equity Fund
Oct 12, 2017 to presentfactForm ADV
→ Rcp-Rg2, LLCFundPrivate Equity Fund
Oct 12, 2017 to presentfactForm ADV
→ RCP Direct Opportunity Fund I, LLCFundPrivate Equity Fund
Oct 12, 2017 to presentfactForm ADV
→ Rcp-Ifp, LLCFundPrivate Equity Fund
Oct 12, 2017 to presentfactForm ADV
→ Rcp-Al, LLCFundPrivate Equity Fund
Oct 12, 2017 to presentfactForm ADV

Dated events

28 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 30, 2020
Person left
Jamie H. Loving (Chief Compliance Officer) no longer on Schedule A of Rotunda Capital Partners, LLC
Form ADVobserved 7 days ago
Occurred
Oct 1, 2019
Person joined
Rona Kennedy joined Schedule A of Rotunda Capital Partners, LLC as Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Jun 1, 2019
Person joined
Jamie H. Loving joined Schedule A of Rotunda Capital Partners, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Oct 12, 2017
Adviser first adv filing
Rotunda Capital Partners, LLC first filed Form ADV in the extract (ERA)
Form ADVobserved 7 days ago

Show 28 bookkeeping events

Occurred
Mar 27, 2026
Rotunda Capital Partners, LLC: Private Equity Funds on Form ADV 11 (2024 extract) -> 12 (roster 2026-09-01)
Occurred
Mar 25, 2024
Fund 805-1455504947 no longer reported on Form ADV by Rotunda Capital Partners, LLC
Occurred
Mar 25, 2024
Fund 805-7526109507 no longer reported on Form ADV by Rotunda Capital Partners, LLC
Occurred
Mar 25, 2024
Fund 805-5149391410 no longer reported on Form ADV by Rotunda Capital Partners, LLC
Occurred
Mar 25, 2024
Fund 805-4068479568 no longer reported on Form ADV by Rotunda Capital Partners, LLC
Occurred
Mar 25, 2024
Fund 805-3310805836 no longer reported on Form ADV by Rotunda Capital Partners, LLC
Occurred
Mar 25, 2024
Fund 805-5607006784 no longer reported on Form ADV by Rotunda Capital Partners, LLC
Occurred
Mar 29, 2023
Rotunda Capital Partners Fund III, L.P. first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $428,170,000
Occurred
Mar 29, 2022
RCP Storm Smart Co-Invest, L.P. first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $8,966,356
Occurred
Mar 31, 2021
Rotunda Capital Partners Trinity Co-Invest, L.P. first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $29,754,734
Occurred
Mar 31, 2021
Fund 805-2158908770 no longer reported on Form ADV by Rotunda Capital Partners, LLC
Occurred
Mar 31, 2021
Rotunda Capital Partners Fund Ii-A, L.P. first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $43,095,978
Occurred
Mar 30, 2020
Rotunda Capital Partners Fund II, LP first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $141,339,341
Occurred
Mar 30, 2020
RCP Mf2, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $1,638,166
Occurred
Mar 30, 2020
Fund 805-2901172630 no longer reported on Form ADV by Rotunda Capital Partners, LLC
Occurred
Jun 25, 2019
Rcp-Dr2, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $1,134,436
Occurred
Mar 29, 2019
Rcp-Mq, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $15,008,175
Occurred
Mar 29, 2019
Amware Logistics 2, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $7,482,009
Occurred
Mar 30, 2018
Rcp-Ssi, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund)
Occurred
Oct 12, 2017
RCP Direct Opportunity Fund I, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund)
Occurred
Oct 12, 2017
Rcp-Rg2, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $320,000
Occurred
Oct 12, 2017
Rcp-Dr, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $6,990,000
Occurred
Oct 12, 2017
Rcp-Al, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $17,650,000
Occurred
Oct 12, 2017
Rcp-Pi, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $5,125,000
Occurred
Oct 12, 2017
Rcp-Rg, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $781,000
Occurred
Oct 12, 2017
Rcp-Msc, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $30,325,000
Occurred
Oct 12, 2017
Rcp-Mf, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $15,409,000
Occurred
Oct 12, 2017
Rcp-Ifp, LLC first reported on Form ADV by Rotunda Capital Partners, LLC (Private Equity Fund), GAV $34,700,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Lucas Epstein (Associate), Marissa Goodstone (Executive Assistant), Michelle Li (Director of Operations), Daniel Wong (Accounting and Tax Manager), Katherine Stanton (Associate), Alex Lavery (Associate, Business Development), John Martin Fruehwirth (Managing Partner), Dan Lipson (Managing Partner), Corey Whisner (Managing Partner), Bob Wickham (Partner), Ryan Aprill (Partner), Rohit Dhake (Partner, Chief Financial Officer/Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:8e239c87-aae0-40f1-9786-78fd4b5ac1d6
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Rotunda Capital Partners, LLC

Private Equity

Bethesda, MD

We believe we are the private equity partner of choice for family and founder owned industrial businesses seeking shared success.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:8e239c87-aae0-40f1-9786-78fd4b5ac1d6

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 10:10 PM UTC and rebuilt at most every 15 minutes.