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Roundrock Capital Partners, L.P. (Dallas)


Roundrock Capital Partners, L.P. is an adviser based in Dallas. It manages $44.62 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Roundrock Capital Partners provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roundrock Capital Partners: assets under management

The assets under management (AUM) of Roundrock Capital Partners, L.P. is $44.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 792% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roundrock Capital Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Roundrock Capital Partners, L.P. performs its advisory services is located at 2828 Routh Street, Dallas, TX 75201 1438, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-661-3180 or by fax 214-661-3187. The normal business hours are 7:00 am to 6:00 pm on Monday - Friday.


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