Rtc Partners

Round Table Capital Management, L.P. is a financial advisory firm established in 2017 by Christopher James Lee and Anthony Brindisi. The firm specializes in providing investment management services exclusively to private equity funds, including RTC Partners AEC Fund, LLC, RTC Partners Fund III, LP, Lumina Vision Holdings, LLC, and RTC SC Fund, L.P. The firm manages a total of $665,567,532 in discretionary assets as of December 2022. Round Table Capital Management charges a quarterly management fee based on capital commitments or net invested capital, with additional performance-based compensation negotiated with the funds or their investors. The firm does not participate in wrap fee programs and does not receive compensation for selling investment products. Clients may bear incidental fees related to maintaining a fund or trading securities. The firm exercises investment discretion for all managed assets and provides regular reports to clients. Round Table Capital Management operates under a Code of Ethics covering various areas, including prohibited activities, conflicts of interest, and compliance procedures. The firm does not receive economic benefits from third parties for client advice and does not compensate non-advisory personnel for client referrals.