RIA · CRD 329490SEC-Registered

Updated:

Haas Financial

Haas Financial, Inc. is an SEC-registered investment adviser in Sanibel, FL. The firm manages approximately $98 million in regulatory assets.

Haas Financial

Haas Financial, Inc. is an SEC-registered investment adviser in Sanibel, FL. The firm manages approximately $98 million in regulatory assets. It has 4 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States of America

City

Sanibel

Corporate office

Los Angeles, CA, United States

Frequently asked questions

What investment stages does Haas target in venture and growth equity?

Haas concentrates on late-stage venture and growth equity rounds — the point at which a company has demonstrated product-market fit, is generating meaningful revenue, and requires expansion capital rather than seed or early-stage risk capital. The preference for capital-efficient business models aligns with a view that later-stage rounds in non-hypergrowth companies can offer better risk-adjusted returns when underwritten with operating-company diligence.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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