# RTC Partners

> RTC Partners is an SEC-registered investment advisory firm in Miami, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 307065
- Filed as: RTC PARTNERS
- Legal name: Round Table Capital Management, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307065
- AdvisorCensus page: https://advisorcensus.com/firm/rtc-partners-miami-fl-307065

## Quick answers

**How is RTC Partners compensated?**
On its Form ADV (Item 5.E, October 2026), RTC Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RTC Partners located?**
RTC Partners' principal office is in Miami, FL, according to its Form ADV.

**Is RTC Partners registered with the SEC or a state?**
RTC Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307065.

**How much does RTC Partners manage?**
RTC Partners reports $362,381,696 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have RTC Partners' assets and staff changed since 2021?**
In the Form ADV data for RTC Partners: Regulatory assets under management: $190,731,840 in the October 2021 data and $362,381,696 in the October 2026 data, up 90%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RTC Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does RTC Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307065

**What changed in RTC Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $231,946,338 to $362,381,696 (+56%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $362,381,696
- Discretionary: $362,381,696
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $362,381,696 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rtcpartners.com
- LinkedIn @rtcmlp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $190,731,840 | 5 | August 25, 2021 |
| October 2022 | $305,026,596 | 5 | March 31, 2022 |
| October 2023 | $665,567,532 | 5 | April 4, 2023 |
| October 2024 | $212,494,040 | 4 | June 28, 2024 |
| October 2025 | $231,946,338 | 4 | March 31, 2025 |
| October 2026 | $362,381,696 | 3 | March 30, 2026 |

Regulatory assets under management: $190,731,840 in the October 2021 data and $362,381,696 in the October 2026 data, up 90%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $231,946,338 to $362,381,696 (+56%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RTC Partners (CRD 307065): Form ADV filing data as of October 2026.
