Roundview Capital LLC

Overview

Roundview Capital LLC is a multi-family office based in Princeton, New Jersey, offering a range of investment management and advisory services tailored for high-net-worth families and institutions. The firm specializes in discretionary investment management, holistic financial planning, and family office services, aiming to steward and grow multigenerational wealth. Their approach to capital allocation is value-driven, utilizing multiple asset classes across a global platform. The firm's investment focus spans various asset classes, including fixed income, private equity, real estate, and venture capital. They engage in investments across multiple stages, from seed and early-stage ventures to growth, late-stage, pre-IPO, buyouts, turnarounds, and distressed situations. Geographically, Roundview Capital primarily focuses on the United States, with a diverse portfolio across numerous industries such as technology, healthcare, real estate, financial services, consumer goods, energy, industrial goods, telecommunications, media, transportation, utilities, materials, consumer services, business services, and basic materials. Roundview Capital LLC was founded in 1992 and has been operating as an independent, fee-based investment management and advisory firm since its inception. The firm's leadership includes co-founders Howard T. Alter and Stephen K. Shueh, who emphasize aligning fiduciary advice with long-term objectives to effectively steward and grow multigenerational wealth. Their comprehensive services are designed to meet the complex financial needs of their clients, ensuring personalized and strategic investment solutions.