ROUND TABLE INVESTMENT MANAGEMENT, LLC

ROUND TABLE INVESTMENT MANAGEMENT, LLC of WEST LEBANON, NH is an SEC-registered investment adviser (CRD 182514). Regulatory assets under management: $53.3M.

Registration

• CRD: 182514
• Type: Registered investment adviser
• Location: 93 SOUTH MAIN ST, WEST LEBANON, NH, 03784
• Phone: 603-678-8153
• Latest filing: 2026-03-27
• Regulatory AUM: $53.3M
• Discretionary AUM: $53.3M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 182514 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search