Single Family OfficeRIA · CRD 134128SEC-Registered

Updated:

ROACH INVESTMENT SERVICES

ROACH INVESTMENT SERVICES is an SEC-registered investment adviser in SAN MATEO, CA. The firm manages approximately $50 million in regulatory assets.

ROACH INVESTMENT SERVICES

ROACH INVESTMENT SERVICES is an SEC-registered investment adviser in SAN MATEO, CA. The firm manages approximately $50 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at ROACH INVESTMENT SERVICES?

No named principals appear in public records, regulatory filings, or the standard data-vendor ecosystems that track family office leadership. The absence of website, LinkedIn, or press coverage means investment committee composition and decision-making authority remain unconfirmed.

How does ROACH INVESTMENT SERVICES source proprietary deal flow?

Without public presence, industry memberships, or co-investor partnerships visible in the record, sourcing channels cannot be mapped. The firm does not participate in deal announcements or conference circuits that would signal a preferred sourcing model.

Is ROACH INVESTMENT SERVICES structured as a single family office or does it manage external capital?

The firm's branding and the absence of marketing outreach suggest a single-family office rather than an external-capital manager, but no filings confirm structure. There is no indication of multi-family services, fund vehicles, or sponsor-portal access.

Does ROACH INVESTMENT SERVICES participate in fund commitments or only direct deals?

No fund-commitment disclosures, LP acknowledgments from general partners, or direct-deal press releases surface in public sources. The allocation mix between primary funds, co-investments, and direct positions cannot be determined.

What is ROACH INVESTMENT SERVICES's known posture on co-investments alongside external GPs?

The firm has no visible track record of co-investing alongside external general partners in deals that reach public or data-vendor coverage. If co-investment activity exists, it occurs entirely outside standard disclosure channels.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles