ROUND HILL CAPITAL
ROUND HILL CAPITAL MARKETS LTD Legal Name
Adviser information for ROUND HILL CAPITAL last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | REAL ESTATE INVESTMENT ADVISORY |
Identifiers
| SEC RIA File Number | 802-118113 |
|---|---|
| SEC ERA File Number | 802-118113 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306688 |
| Legal Entity Identifier | None |
Principal Office
16 BERKELEY STREET6TH FLOOR (ROUND HILL CAPITAL)
LONDON
United Kingdom
Monday - Friday, 08:30 - 18:30
Tel: +44-207-349-1330, Fax: None
Chief Compliance Officer
JILL HANSON RAINFORD
GENERAL COUNSEL
16 BERKELEY STREET
6TH FLOOR (ROUND HILL CAPITAL)
LONDON
United Kingdom
Tel:
+44-207-349-1330
J********@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ROUND HILL INVESTMENT PARTNERS (US) LP | Real Estate Fund | $42.8M | $10.0M | 1 |
| ROUND HILL INVESTMENT PARTNERS LP | Real Estate Fund | $85.0M | $10.0M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BICKFORD, MICHAEL, D | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2002 | < 5% |
| LINDSTROM, KIRK, LAWRENCE | Individual | – | CHIEF INVESTMENT OFFICER | 10/2012 | < 5% |
| Hanson Rainford, Jill | Individual | – | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | 01/2015 | < 5% |
| ROUND HILL CAPITAL ADVISORY LLC | Domestic Entity | – | SHAREHOLDER | 10/2017 | > 75% |
| MDB RE INVESTMENTS LLC | Domestic Entity | ROUND HILL CAPITAL ADVISORY LLC | SHAREHOLDER | 06/2018 | > 75% |
| MDB GLOBAL INVESTMENTS LLC | Domestic Entity | MDB RE INVESTMENTS LLC | SHAREHOLDER | 06/2018 | > 75% |
| BICKFORD, MICHAEL, D | Individual | MDB GLOBAL INVESTMENTS LLC | SHAREHOLDER | 06/2018 | > 75% |
| LEVY, JOSHUA, LOUIS | Individual | – | CHIEF OPERATIONS OFFICER | 01/2020 | < 5% |
| DE MOES, FRANK | Individual | – | CHIEF FINANCIAL OFFICER | 09/2021 | < 5% |