Round Oak Capital

Round Oak Capital

Round Oak Capital was established in 2010 by Thomas V. Sheehan, a Yale alumnus who previously managed portfolios at Inverness Counsel. The firm provides investment management and financial advisory services to several entrepreneurial families from its base in Charlottesville. The firm allocates across equities, fixed income, MLPs and alternative assets. It executes through direct co-investments, SPVs, infrastructure and private equity positions. Coverage spans growth, late-stage, seed and Series A through C opportunities, all within North America. The firm maintains a small operating footprint with offices at 969 2nd Street SE and 1900 Arlington Boulevard in Charlottesville. Thomas V. Sheehan remains the sole named principal. No dated operational events from the last 24 months appear in available records. Round Oak Capital maintains relationships through the Yale Alumni Association and offers discounted services to University of Virginia faculty and staff. These ties support client acquisition within the local professional community.