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Roundtable provides actively managed pooled fund offerings to high net worth individuals, families, endowments and foundations.

Our central mission is to build and protect the capital of our clients who seek superior long-term absolute returns. We focus on a limited number of client relationships to ensure the highest standard of personal service.

Roundtable is registered with the Ontario Securities Commission as an Exempt Market Dealer, Portfolio Manager and Investment Fund Manager. The Roundtable Funds are purchased via Offering Memorandum.

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Business Philosophy

Investment Philosophy

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This website is intended to provide you with information about Roundtable Capital Partners Inc., the Roundtable Dividend & Income Fund, the Roundtable U.S. Dividend & Income Fund, the Roundtable Growth Fund, and the EverKey Global Focus Fund. Important information about the Funds is contained in the Offering Memorandum which should be read carefully before investing. The Offering Memorandum for Roundtable Capital Partners Inc.’s Funds does not constitute an offer or solicitation to anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation.









Roundtable Capital Partners Inc. in Toronto Ontario provides actively managed pooled fund offerings to high net worth individuals, families, endowments and foundations.
Our central mission is to build and protect the capital of our clients who are seeking superior long-term absolute returns. We focus on a limited number of client relationships to ensure the highest standard of personal service.
Roundtable is registered with the Ontario Securities Commission as an Investment Counsel & Portfolio Manager and is a Limited Market Dealer. The Roundtable Funds are purchased via Offering Memorandum.

Roundtable’s goal is to exceed the expectations of Roundtable’s stakeholders: investors, employees and shareholders alike. The company has been structured around the following key principles that provide the necessary framework to meet this goal:
................................................................................................................................................................ Independence: The company is 100% owned by active management. Alignment of Interests: All stakeholders share the common goal of excellent Fund performance. Clients have representation on the Advisory Council. Employees participate in profit sharing and equity ownership. Management is personally invested in the funds and the company is paid performance fees only if the Funds meet specified performance hurdles. Team Approach: Roundtable focuses on results rather than hierarchy. Each employee is an integral member of the team. Roundtable Discussions: Roundtable’s management values and encourages feedback from all stakeholders. These discussions will contribute to the constant evolution of the company

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Toronto - GTA - downtown Toronto Ontario - Roundtable Capital Partners Inc. 130 Adelaide Street West, Suite 2102


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