ROUNDVIEW CAPITAL LLC Overview
Roundview Capital Llc is an investment advisor that manages 387.6 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/09 to 03/31/23. The fund's latest filing disclosed 956MM in positions, representing 247% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/09 to 03/31/23. The fund's latest filing disclosed 956MM in positions, representing 247% of the manager's regulatory AUM.
ROUNDVIEW CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
ROUNDVIEW CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 5.42% | Financials | 3.83% | 0.21% | 0 | 36% | ||
| AAPL | 5.33% | Tech | 6.53% | -0.14% | 0 | 45% | ||
|
Get the Full Report |
||||||||
FEATURED IN
ROUNDVIEW CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Howard T. Alter | Managing Partner | April-2008 |
| Stephen K. Shueh | Managing Partner | April-2008 |
| George E. Andresen | Executive Vice President, Chief Compliance Officer | April-2008 |
| Janet G. Chen | Chief Financial Officer | August-2008 |
| Matthew D. Wallack | Chief Investment Officer | January-2014 |
| Andrew S. Lieu | Principal | January-2015 |
ROUNDVIEW CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ROUNDVIEW CAPITAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Security analysis methods may include fundamental analysis, technical analysis, and cyclical analysis. ROUNDVIEW CAPITAL, LLC, may seek arbitrage opportunities from perceived market inefficiencies.
The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Other sources of information that ROUNDVIEW CAPITAL, LLC, may use include Charles Schwab & Company Inc.’s "Schwab Advisor Services", TD Ameritrade’s “TD Ameritrade Institutional”, Bloomberg’s “Terminal Service” and the World Wide Web.
- 6 - Roundview Capital LLC
Investment Strategies
ROUNDVIEW CAPITAL, LLC, see...
Get the Full Report
Methods of Analysis
Security analysis methods may include fundamental analysis, technical analysis, and cyclical analysis. ROUNDVIEW CAPITAL, LLC, may seek arbitrage opportunities from perceived market inefficiencies.
The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Other sources of information that ROUNDVIEW CAPITAL, LLC, may use include Charles Schwab & Company Inc.’s "Schwab Advisor Services", TD Ameritrade’s “TD Ameritrade Institutional”, Bloomberg’s “Terminal Service” and the World Wide Web.
- 6 - Roundview Capital LLC
Investment Strategies
ROUNDVIEW CAPITAL, LLC, see...
Get the Full Report
ROUNDVIEW CAPITAL LLC Portfolio Concentration
ROUNDVIEW CAPITAL LLC Location
182 NASSAU STREET
SUITE 201
PRINCETON, New Jersey
UNITED STATES, 08542-7000
SUITE 201
PRINCETON, New Jersey
UNITED STATES, 08542-7000
ROUNDVIEW CAPITAL LLC Contact Information
Phone Number: 609-688-9500
Fax Number: 609-688-9300
Website: http://www.roundviewcapital.com
Fax Number: 609-688-9300
Website: http://www.roundviewcapital.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
