Multi Family Office

Round Oak Capital LLC

Round Oak Capital LLC is a multi-family office headquartered in Charlottesville. Founded in 2010 by former Wall Street investment manager Thomas V.

Round Oak Capital LLC

Round Oak Capital LLC

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.

LinkedIn
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General information

Firm type

Multi Family Office

Year founded

AUM

Location

Region

North America

Country

City

Charlottesville

Corporate office

Frequently asked questions

What is Round Oak Capital LLC?

Round Oak Capital LLC is a multi family office headquartered in Charlottesville.

Where is Round Oak Capital LLC headquartered?

Round Oak Capital LLC is headquartered in Charlottesville, in the North America region.

What does Altss track for Round Oak Capital LLC?

Altss maintains an OSINT-verified profile of Round Oak Capital LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Round Oak Capital LLC's website?

Round Oak Capital LLC's public website is roundoakcap.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Round Oak Capital LLC?

Round Oak Capital LLC is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Round Oak Capital LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Round Oak Capital LLC?

Round Oak Capital LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

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

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