ROAN HFH, LP

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MOUNT HOLLY, North Carolina
CRD number
336443
Registered since
September 3, 2025

Firm profile

FINTRX

Overview

Roan Hfh, LP is a limited partnership that operates as a sponsor and general partner, serving as the managing member of pooled investment vehicles. The firm is SEC-registered as of 2025 and is organized under individual ownership. Its regulatory and registration profile indicates it does not position itself as a multi-state adviser or active ESG investor, and it is not identified as a capital allocator to external managers. The available activity data points to a primary focus on private fund formation and management rather than on providing retail advisory services or pension consulting. Investment activity centers on managing at least one closed or pooled vehicle structured as a private equity fund. As sponsor and GP, Roan Hfh, LP is likely responsible for sourcing deals, structuring investments, and executing exits on behalf of its limited partners. The firm’s classification is unclassified in the compiled data, which typically indicates a boutique fund manager focused on a specific set of private-market strategies rather than a broad-based registered advisory business.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • TYLER KRUEGER

    Managing PartnerCRD 6220223

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MOUNT HOLLY, NC

GASTON

Location

MOUNT HOLLY, NC

Headquartered in MOUNT HOLLY, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
GASTON
Address
212 Woodwinds Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth