# ROUNDTABLE HEALTHCARE MANAGEMENT, INC

ROUNDTABLE HEALTHCARE MANAGEMENT, INC of LAKE FOREST, IL is an SEC-registered investment adviser.

## Registration

- CRD: 161235
- Type: SEC-registered investment adviser
- SEC file number: 801-73397
- Location: 272 EAST DEERPATH ROAD, SUITE 350, LAKE FOREST, IL, 60045-5314
- Phone: 847-739-3200
- Latest filing: 2026-03-26
- Regulatory AUM: $3.1B
- Discretionary AUM: $3.1B
- Clients: 32
- Accounts: 11

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| [Richard Craig Collister](https://search.stillhousedata.com/person/715239) | PRESIDENT | — |
| [Thomas Philip Kapfer](https://search.stillhousedata.com/person/715240) | PRESIDENT | — |
| [Barbara Maloney Sullivan](https://search.stillhousedata.com/person/715241) | PRESIDENT | — |
| [Timothy John Connors](https://search.stillhousedata.com/person/715242) | PRESIDENT | — |
| [Bernadette Lee Legarreta](https://search.stillhousedata.com/person/715243) | SECRETARY AND TREASURER AND CHIEF COMPLIANCE OFFICER | — |
| [KOO JULIE J](https://search.stillhousedata.com/person/774466) | PARTNER | — |
| [DAMICO JOHN FRANCIS](https://search.stillhousedata.com/person/784541) | CO-PRESIDENT; PARTNER | — |
| [KNIGHT LESTER BENJAMIN](https://search.stillhousedata.com/person/828429) | CO-PRESIDENT; PRESIDENT | — |
| [KUHR LEONARD GERARD](https://search.stillhousedata.com/person/828430) | SECRETARY AND TREASURER; SECRETARY AND TREASURER, CHIEF COMPLIANCE OFFICER | — |
| [KOO DAVID JA](https://search.stillhousedata.com/person/828431) | PARTNER; VICE PRESIDENT | — |
| [STAUNER JAMES PHILIP](https://search.stillhousedata.com/person/828432) | PARTNER; VICE PRESIDENT | — |
| [COLLISTER RICHARD CRAIG](https://search.stillhousedata.com/person/828433) | PARTNER; PRESIDENT; VICE PRESIDENT | — |
| [THOMPSON TIMOTHY SANDS](https://search.stillhousedata.com/person/828434) | PARTNER; VICE PRESIDENT | — |
| [UTTS JAMES EDGAR](https://search.stillhousedata.com/person/828435) | PARTNER; VICE PRESIDENT | — |
| [Adloff Richard Clifton](https://search.stillhousedata.com/person/840830) | PARTNER; PARTNER, CHIEF COMPLIANCE OFFICER; SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | — |
| [Kapfer Thomas Philip](https://search.stillhousedata.com/person/840831) | PARTNER; PRESIDENT | — |
| [Frechette Pierre](https://search.stillhousedata.com/person/840832) | PARTNER; PRESIDENT | — |
| [HOCHMAN ANDREW BENNETT](https://search.stillhousedata.com/person/840833) | PARTNER; VICE PRESIDENT | — |
| [Sullivan Barbara](https://search.stillhousedata.com/person/861997) | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARY | — |
| [CONNORS TIMOTHY JOHN](https://search.stillhousedata.com/person/875505) | PRESIDENT | — |
| [SULLIVAN BARBARA MALONEY](https://search.stillhousedata.com/person/878367) | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, OPERATING PARTNER, TREASURER, SECRETARY; SECRETARY & TREASURER & CFO & CCO; SECRETARY & TREASURER & MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| [Legarreta Bernadette Lee](https://search.stillhousedata.com/person/883398) | OPERATING PARTNER AND CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161235/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161235/similar
- Related entities: https://search.stillhousedata.com/firm/161235/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161235

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.