This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

ROUND TABLE WEALTH MANAGEMENTCRD 111304

Fund type

COMMINGLED INVESTMENT FUND

Latest reported GAV

$35.6Mgross asset value on Schedule D 7.B(1), as of 2017-01-03; never fund size

Peak reported GAV

$36.3M

Beneficial owners

42

Minimum investment

$250,000

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

3000%

Clients solicited

yes

Form D file number

021-218812an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Delaware, United States

First reported

Jan 25, 2013

Last reported

Jan 3, 2017fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

12

Fund id

805-1401000353

Graph

RIA / Wealth Management

Canonical id

dfx:ria:52218fb7-a192-6025-d2d1-a5eee80b0f1a

First observed

Jan 25, 2013

Last observed

Jan 3, 2017 118 months ago

Source families

Federal regulator filings

1 registered feed 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.