RoundShield Partners

Evidence PackPROIndependent

Real EstateLondon, UK, UK

AUM

$249M

Ownership

independent

Stakeability

34 / VERY LOW

Priority

Tier 3

Employees

RoundShield Partners is an independent real estate investment firm headquartered in the UK.

SEC RegisteredFund PerformanceBDC ExposureInstitutional HoldersTeam DataRegulatory

Coverage

58%

Adaptive profile: standard

Signals present

7/12

SEC / ADVFund Performance(50)BDC Exposure(8)13F Holders(15)Team(30)ILS Deals(0)Regulatory(23)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(1)

Data Freshness

Recent Changes

Stakeability Breakdown

34 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

155551

SEC File Number

801-72100

Registration Type

Registered

Filing Date

Mar 28, 2025

Employee Count

N/A

Discretionary AUM

$4.1B

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

N/A

Hedge Funds

Gross Assets (Private)

$4.0B

Source: SEC IAPD