RIA · CRD 293119SEC-Registered

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Roan Capital

Roan Capital is an SEC-registered investment adviser in Johnson City, TN, established in 2026. The firm manages $152 million in assets. It has 5 employees and...

Roan Capital

Roan Capital is an SEC-registered investment adviser in Johnson City, TN, established in 2026. The firm manages $152 million in assets. It has 5 employees and 4 registered investment advisers.

General information

Firm type

RIA

Year founded

1983

Location

Region

North America

Country

United States

City

Johnson City

Corporate office

New York, NY, United States

Additional offices

Maple Grove, MN · Johnson City, NY · West Palm Beach, FL · Atlanta, GA · Pittsburgh, PA · Salt Lake City, UT

Principals

David M. Haas

Founder & Chairman

Thomas H. Haas

President

Sector focus

Real EstatePrivate EquityInfrastructureEnergy Transition & RenewablesHealthcare Services

Frequently asked questions

How does Roan Capital deploy capital?

Roan Capital makes direct investments and co-investments across private equity, real estate, and infrastructure. The firm often partners with operating companies or other family offices, avoiding a fund-of-funds approach.

What is the source of the Haas family's wealth?

David M. Haas built wealth through Haas Wheat & Partners, a Dallas-based investment firm he co-founded in the 1980s that specialized in middle-market buyouts. The proceeds from that firm's activities underpin Roan Capital's capital base.

Where does Roan Capital invest geographically?

The firm invests across the United States, with a focus on regions where its multiple offices are located: the Northeast, Midwest, Southeast, and Mountain West. Specific investments have been documented in the Northeast and Southeast.

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