RoundTable Financial Group is a wealth manager based in New Canaan, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
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 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
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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 We do not publish personal residential information; firms or individuals may request removal at /contact.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.