Roundview Capital, LLC Employee Directory

Q: What is Roundview Capital, LLC known for?

Roundview Capital, LLC was founded in 2008. Roundview Capital, LLC operates in the Investment Management industry.

Q: How many employees does Roundview Capital, LLC have currently?

Roundview Capital, LLC has approximately 11 employees.

Investment ManagementNew Jersey, United States11-50 Employees

Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions located in Princeton, New Jersey.

Find Roundview Capital, LLC employees' phone numbers or email addresses

Roundview Capital, LLC Global Highlights

North America
18

United States Of America
18

Roundview Capital, LLC's Leadership

M. W.
Chief Investment Officer
Mobile Phone
Email
S. S.
Managing Partner
Mobile Phone
Email
A. L.
Partner
Mobile Phone
Email
H. A.
Managing Partner
Mobile Phone
Email
C. K.
General Counsel & Director Of Estate Planning Services
Mobile Phone
Email
K. M.
Director, Financial Analytics
Mobile Phone
Email
S. K.
Director, Concierge Services
Mobile Phone
Email
A. M.
Director - Client Services
Mobile Phone
Email

Roundview Capital, LLC Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Roundview Capital, LLC

Name

Title

Contact Info

Location

Last Update

L. L.
Retired
Mobile Phone
Email
United StatesNew Jersey
Oct 17, 2025
B. C.
Operations Associate
Mobile Phone
Email
United StatesNew Jersey
Jul 07, 2024
L. F.
Summer Analyst
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Roundview Capital, LLC known for?

Roundview Capital, LLC was founded in 2008 operates in the Investment Management industry. The company's main headquarters is located in Princeton, New Jersey 08540 United States; you can contact the main corporate office by phone at

+1-609-688-****

. Explore Roundview Capital, LLC's company overview page for more information.

What is Roundview Capital, LLC's most common email format?

Roundview Capital, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Roundview Capital, LLC email formats with LeadIQ.

How many employees does Roundview Capital, LLC have currently?

Roundview Capital, LLC has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Roundview Capital, LLC's key employees and leadership?

As of February 2026, Roundview Capital, LLC's key employees include:

Chief Investment Officer: M. W.
Managing Partner: S. S.
Partner: A. L.
Managing Partner: H. A.
General Counsel & Director Of Estate Planning Services: C. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.