# ROUNDANGLE ADVISORS LLC

ROUNDANGLE ADVISORS LLC of RED BANK, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 282178
- Type: SEC-registered investment adviser
- SEC file number: 801-107449
- Location: 1 HARDING ROAD, SUITE 206, RED BANK, NJ, 07701
- Phone: 732-889-3774
- Latest filing: 2026-03-18
- Regulatory AUM: $215.5M
- Discretionary AUM: $207.1M
- Non-discretionary AUM: $8.4M
- Clients: 3
- Accounts: 170

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Evan Bernstein | MANAGING DIRECTOR; MANAGING MEMBER | — |
| Brett Ronald Schneider | DIRECTOR | — |
| Eric Matthew Sontag | PRESIDENT | — |
| Veronica Ei Chun Moo | DIRECTOR | — |
| Brian David Powers | CHIEF FINANCIAL OFFICER | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | — |
| Michael J Del Priore | CHIEF COMPLIANCE OFFICER | — |
| Carl Edward Nelson | PRESIDENT, WEALTHSPIRE, LP | — |
| Michael Edmond Goss | DIRECTOR | — |
| Robert Jay Hilzenrath | DIRECTOR | — |
| Channing Olson | CHIEF OPERATIONS OFFICER | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER | — |
| Manuela Diaz | CHIEF OPERATING OFFICER | Red Bank, NJ |
| Deirdre Ann Derosa | CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN MICHAEL EVAN | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GERUT BENJAMIN | MEMBER | — |
| KILLEN ANDREW | CHIEF COMPLIANCE OFFICER | — |
| GERUT BENJAMIN SAMUEL | MANAGING MEMBER; MEMBER | — |
| DIAZ MANUELA | CHIEF OPERATING OFFICER | — |
| BERCY MELINDA STACY | CHIEF COMPLIANCE OFFICER | — |
| DeRosa Deirdre Ann | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282178/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282178/similar
- Related entities: https://search.stillhousedata.com/firm/282178/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282178

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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.