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50T FUNDS

NEW YORK, NY · CRD 326720 · IAPD ↗ · 50tfunds.com · (917)648-5689

$1.66BRegulatory AUM
11Advisory reps
17Employees
0Clients
n/aPlanning clients
19Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — 50T FUNDS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — 50T FUNDS crossed $1B in regulatory AUM ($103.2M -> $1.67B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
10
December 2025 — 50T FUNDS changed its website from 1rtfund.com to 50tfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
December 2025 — 1 ROUNDTABLE PARTNERS LLC is now doing business as 50T FUNDS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
52
April 2025 — 1 ROUNDTABLE PARTNERS LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — 1 ROUNDTABLE PARTNERS LLC reported RAUM up 262% ($28.5M -> $103.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
May 2024 — 1 ROUNDTABLE PARTNERS LLC (NEW YORK, NY) is newly SEC-registered with $28.5M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
50
April 2024 — 1 ROUNDTABLE PARTNERS LLC (GREENWICH, CT) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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