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⚲
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| Roan Capital Partners LLC
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|
|---|---|
| CRD # | 293119 |
| SEC # | 801-135438 |
| CIK # | 0001592251, 0002124783 |
| AUM | $152.0 M (2026-01-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 423-631-5786 |
| Address | 208 Sunset Dr Johnson City, TN 37604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 4.9 | ||
| Global MOFY Metaverse Ltd | 2.6 | ||
| SPDR Gold Trust | 1.9 | ||
| United States Oil Fund LP | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 61.6 |
| (b) Individuals (high net worth individuals) | 44 | 90.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 152.0 |
| By Discretionary | ||
| Discretionary | 563 | 152.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 563 | 152.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.0 | |
| Total | 563 | 152.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001592251] | |
| 13F-HR | [0002124783] |
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