Rotunda Capital Partners, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 12
- Avg AUM / client
- $134M
- Accounts
- 12
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $1.6B | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $677M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rotunda Capital Partners Fund Iii, L.P. | Private Equity Fund | Delaware | $437M | 56 |
| Rotunda Capital Partners Fund Ii, Lp | Private Equity Fund | Delaware | $182M | 28 |
| Rotunda Capital Partners Fund Ii A, L.P. | Private Equity Fund | Delaware | $36.4M | 8 |
| Rotunda Capital Partners Trinity Co Invest, L.P. | Private Equity Fund | Delaware | $9.8M | 3 |
| Rcp Storm Smart Co Invest, L.P. | Private Equity Fund | Delaware | $9.7M | 2 |
| Rcp Al, Llc | Private Equity Fund | Delaware | $1.8M | 46 |
| Amware Logistics 2, Llc | Private Equity Fund | Delaware | $890K | 38 |
| Rcp Mf2, Llc | Private Equity Fund | Delaware | $8.0K | 30 |
| Rcp Mf, Llc | Private Equity Fund | Delaware | $2.6K | 35 |
| Rcp Rg, Llc | Private Equity Fund | Delaware | $0 | 10 |
| Rcp Rg2, Llc | Private Equity Fund | Delaware | $0 | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Group Retirement Income Plan No. 10 Cc Services, Inc. | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fruehwirth, John, Martin | Managing Partner | Jan 2015 (12y) | 25% – 50% | |
| Lipson, Daniel, Burnes | Managing Partner | Jan 2015 (12y) | 25% – 50% | |
| Whisner, Michael, Corey | Managing Partner | Jan 2015 (12y) | 25% – 50% | |
| Wickham, Robert, David | Managing Partner | Jan 2015 (12y) | 25% – 50% | |
| Kennedy, Rona | Chief Compliance Officer, Chief Financial Officer | Oct 2019 (7y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $677M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rotunda Capital Partners Fund Iii, L.P. | Private Equity Fund | $437M | $10.0M | 56 |
| Rotunda Capital Partners Fund Ii, Lp | Private Equity Fund | $182M | $500K | 28 |
| Rotunda Capital Partners Fund Ii A, L.P. | Private Equity Fund | $36.4M | $500K | 8 |
| Rotunda Capital Partners Trinity Co Invest, L.P. | Private Equity Fund | $9.8M | $1.0M | 3 |
| Rcp Storm Smart Co Invest, L.P. | Private Equity Fund | $9.7M | $1.0M | 2 |
| Rcp Al, Llc | Private Equity Fund | $1.8M | $15.0K | 46 |
| Amware Logistics 2, Llc | Private Equity Fund | $890K | $10.5K | 38 |
| Rcp Mf2, Llc | Private Equity Fund | $8.0K | $2.1K | 30 |
| Rcp Mf, Llc | Private Equity Fund | $2.6K | $10.0K | 35 |
| Rcp Rg, Llc | Private Equity Fund | $0 | $11.2K | 10 |
| Rcp Rg2, Llc | Private Equity Fund | $0 | $50.0K | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Group Retirement Income Plan No. 10 | Cc Services, Inc. | 2,424 | $2.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PORTFOLIO COMPANY ADVISORY FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗