# Haas Financial

Haas Financial is a RIA based in Sanibel, United States of America.

## Overview

- **Organization type:** RIA
- **Headquarters:** Sanibel, United States of America
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Assets under management:** Undisclosed
- **Website:** haasfinancial.com

## Regulatory record

- **CRD number:** 329490
- **SEC file number:** 801-129339
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329490

## About

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.

## 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.

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- [JCO ADVISORS](https://altss.com/profile/jco-advisors-llc)
- [Connected Capital Private Fund Advisor](https://altss.com/profile/connected-capital-private-fund-advisor-llc)

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Last updated: 2026-07-06T01:24:17.844Z

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