# Round Oak Capital

Round Oak Capital is a Multi Family Office based in Charlottesville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Charlottesville, United States
- **Region:** North America
- **Address:** Charlottesville, VA, United States
- **Founded:** 2010
- **Assets under management:** 20 (Altss estimate)
- **Website:** roundoakcap.com
- **LinkedIn:** https://www.linkedin.com/company/round-oak-capital

## Regulatory record

- **CRD number:** 139916
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139916

## About

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.

## Sectors

- Equities
- Fixed Income
- MLPs
- Alternatives

## People

- Thomas V. Sheehan — Founder

## Questions

### Who runs investment decisions at Round Oak Capital?

Thomas V. Sheehan serves as founder and makes investment decisions. He previously worked as a portfolio manager at Inverness Counsel.

### What asset classes does Round Oak Capital allocate to?

The firm allocates to equities, fixed income, MLPs and alternative assets. It also executes direct co-investments and infrastructure positions.

### Does Round Oak Capital commit to external funds or focus on direct deals?

The firm uses direct co-investments and SPVs alongside listed securities. No external fund commitments are disclosed in available materials.

### Where does Round Oak Capital source clients?

The firm draws clients through the Yale Alumni Association and a discounted program for University of Virginia employees and faculty.

### Is Round Oak Capital registered as an ERISA fiduciary?

Yes. The firm states it acts as a fiduciary under the Employee Retirement Income Security Act of 1974.

## Related profiles

- [Procedo](https://altss.com/profile/procedo)
- [Stratel AS](https://altss.com/profile/stratel-as)

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Last updated: 2026-07-08T18:27:01.007Z

Canonical page: https://altss.com/profile/round-oak-capital-llc

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