ROUNDVIEW CAPITAL, LLC of PRINCETON, NJ is an SEC-registered investment adviser (CRD 148083). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Investment cos.
| Name | Role | Location |
|---|---|---|
| Howard Todd Alter | MANAGING PARTNER | — |
| Stephen Kai-Jen Shueh | MANAGING PARTNER | — |
| Janet Garfai Chen | CHIEF FINANCIAL OFFICER | — |
| Matthew Douglas Wallack | CHIEF INVESTMENT OFFICER | — |
| Andrew Shi-Yi Lieu | PARTNER | — |
| Christina Sim Keddie | CHIEF COMPLIANCE OFFICER | — |
| SHUEH STEPHEN KAI-JEN | MANAGING PARTNER | — |
| ANDRESEN GEORGE EDWARD | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| ALTER HOWARD T | MANAGING PARTNER | — |
| CHEN JANET GARFAI | CHIEF FINANCIAL OFFICER | — |
| WALLACK MATTHEW DOUGLAS | CHIEF INVESTMENT OFFICER | — |
| LIEU ANDREW S | PARTNER; PARTNER, CHIEF COMPLIANCE OFFICER; PRINCIPAL (+1 more) | — |
| KEDDIE CHRISTINA SIM | CHIEF COMPLIANCE OFFICER | — |
| ALTER HOWARD TODD | MANAGING PARTNER | — |
| LIEU ANDREW SHI-YI | PARTNER | — |