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Roundtable Investment Partners & Carleon Capital Partners Employee Directory

Investment ManagementNew York, United States11-50 Employees

Roundtable Investment Partners & Carleon Capital Partners operates as a private investment partnership founded in 2006. It provides a suite of services including strategic guidance, investment management, and merchant banking to help families and institutions align wealth with personal, philanthropic, and intergenerational objectives.

Headquartered in New York, New York, the firm positions itself in the investment management sector. Its offerings are aimed at families and institutions seeking integrated planning and asset management across generations.

Find Roundtable Investment Partners & Carleon Capital Partners employees' phone numbers or email addresses

Roundtable Investment Partners & Carleon Capital Partners Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Roundtable Investment Partners & Carleon Capital Partners's Leadership

  • Stylized image of a person
    A. R.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Assistamt Controller
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. D.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Investment Associate
    Phone icon
    Mobile Phone

Roundtable Investment Partners & Carleon Capital Partners Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Roundtable Investment Partners & Carleon Capital Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. R.
    Managing Director
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. K.
    Assistamt Controller
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. C.
    Director
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    L. D.
    Managing Director
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. S.
    Investment Associate
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Roundtable Investment Partners & Carleon Capital Partners known for?

Minus sign iconPlus sign iconRoundtable Investment Partners & Carleon Capital Partners operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-212-488-****
. Explore Roundtable Investment Partners & Carleon Capital Partners's company overview page for more information.

What is Roundtable Investment Partners & Carleon Capital Partners's most common email format?

Minus sign iconPlus sign iconRoundtable Investment Partners & Carleon Capital Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Roundtable Investment Partners & Carleon Capital Partners email formats with LeadIQ.

How many employees does Roundtable Investment Partners & Carleon Capital Partners have currently?

Minus sign iconPlus sign iconRoundtable Investment Partners & Carleon Capital Partners has approximately 34 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Roundtable Investment Partners & Carleon Capital Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Roundtable Investment Partners & Carleon Capital Partners's key employees include:

  • Managing Director: A. R.
  • Assistamt Controller: C. K.
  • Director: J. C.
  • Managing Director: L. D.
  • Investment Associate: J. S.

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