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Roan Capital Partners

Roan Capital Partners

Operating Status: Operating

Roan Capital Partners: A boutique, fee-only investment advisory firm specializing in financial planning.

Location

Las Vegas, NV, US

Founded

2018

Roan Capital Partners is an independent, fee-only boutique advisory firm specializing in financial planning. As the first NAPFA registered investment advisory firm in the Tri-Cities region, they prioritize building trusting client relationships and focus on understanding clients' financial goals to develop tailored strategies.

The firm has made investments in the fintech sector, notably participating in a Series C round for iraLogix, a digital retirement solutions platform. Roan Capital Partners emphasizes the importance of human capital alongside financial capital, offering personalized advisory services to help clients meet their financial objectives.

Roan Capital Partners - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Portfolio Companies1

Current Portfolio Count1

Top Investment Stages

Series C1 (100.0%)

Stage Mix

Series C 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

iraLogix

Roan Capital Partners - Classification

Also Known As: Roan Capital Partners, Inc.

NAICS: 520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
523900Other Financial Investment Activities
523990All Other Financial Investment Activities
523999Miscellaneous Financial Investment Activities
SIC: 6700Holding And Other Investment Offices
6720Investment Offices
6722Management Investment Offices, Open-end

Show 2 more industry codes

NAICS: 525000Funds, Trusts, and Other Financial Vehicles
SIC: 6000Depository Institutions

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