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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
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Charlottesville, VA, United States
Portfolio & Notable Allocations
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