Round Oak Capital LLC

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Round Oak Capital LLC Overview

Type
Multi Family Office

General Information

Round Oak Capital LLC is a multi-family office headquartered in Charlottesville. Founded in 2010 by former Wall Street investment manager Thomas V. Sheehan, the firm grows and safeguards capital for several entrepreneurial families through discretionary account management, independent advisory and multi-generational planning across equities, fixed income, MLPs and alternative assets—delivering solutions-based wealth and investment management.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Charlottesville, VA, United States

Portfolio & Notable Allocations

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