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ROUND2 INVESTMENT PARTNERS LLC

NEW YORK, NY · CRD 326807 · IAPD ↗ · round2ny.com · 917 972 5921

$196.4MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — ROUND2 INVESTMENT PARTNERS LLC (NEW YORK, NY) is newly SEC-registered with $196.4M RAUM and 2 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

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