Round Oak Capital LLC

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Round Oak Capital LLC Overview

Type

Family Office - Multi

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

Website:

Website:
https://roundoakcap.com

Year Founded:

Open To Secondaries:

Open To First Time Funds:

Institution Type:
Family Office - Multi

Primary Contact:

Title:

Email:

Corporate Office:
Charlottesville, VA, United States

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