Company Overview
- Headquarters
- 214 North Tryon Street Suite 3000, Charlotte NC
- Website
- round-tableimc.com
- Phone
- (704) 208-3421
- Employees
- 7
- Founded in
- 2007
- Industry
- Financial Services
Financials & Stats
Revenue
$1B
Who is Roundtable Investment Management
, Roundtable Investment Management is a company located in Charlotte, North Carolina that specializes in macro thematic investment strategies. They are registered as an Investment Adviser with the Securities and Exchange Commission (SEC) and as a Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) with the Commodity Futures Trading Commission (CFTC). The firm employs 7 people and generated $0.5 million in revenue. Roundtable Investment Management offers two commingled alternative investment vehicles: the RT Global Macro Fund and the RT Asset Recovery Fund. They also provide Separately Managed Accounts for clients. These investment strategies are designed to deliver superior risk-adjusted returns, focusing on macroeconomic fundamentals, monetary policy, and quantitative validation. Led by Chief Investment Officer and Founder Ian Banwell, the company boasts a team of experienced investment professionals. With over 28 years of macro experience, Banwell's background also includes serving as CIO of Bank of America (1999-2007) and as Chairman and member of the US Treasury Borrowing Advisory Committee. Interested investors should contact Chris Ahrens at [email protected].
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 1M | 57 | California, CA | ||
| 1M | 7 | |||
| 1M | 2 | |||
| 1M | 4 | Seattle, WA | ||
| 1M | 1 | Oklahoma, OK |