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Wealth Manager • New Canaan, United States

RoundTable Financial Group

RoundTable Financial Group is a wealth manager based in New Canaan, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

Wealth Manager
Investor Type
New Canaan, United States
Headquarters
About

RoundTable Financial Group

We match fund managers and corporate issuers with strategic investment partners--including endowments, foundations, asset managers, hedge funds, family offices, private equity funds, wealth managers, and corporations

Investment Focus

What RoundTable Financial Group Invests In

Investment types: Investment Funds, Joint Venture/Partner, Bridge Financing, Junior/Mezzanine Financing, Structured Equity, Equity Financing, Direct Investing, Private Debt, Long/Short Equity, Philanthropy

Sectors & themes: Endowment Fund, Investment Management, Hedge Funds High-Level Sectors, Non-Profit, Finance, Financial Services, Alternative Investments

Preferred geographies: United States

Location: 23A Charter Oak Drive\nNew Canaan\nConnecticut\n06840\nUnited States

Contact RoundTable Financial Group

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.