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ROTUNDA CAPITAL PARTNERS, LLC

BETHESDA, MD · CRD 290282 · IAPD ↗ · rotundacapital.com · 240-482-0612

$1.61BRegulatory AUM
18Advisory reps
31Employees
0Clients
n/aPlanning clients
12Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — ROTUNDA CAPITAL PARTNERS, LLC grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — ROTUNDA CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($812.7M -> $1.61B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
56
April 2024 — ROTUNDA CAPITAL PARTNERS, LLC grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.