Overview
Assets Under Management: $122 million
Headquarters: GENEVA, IL
High-Net-Worth Clients: 39
Average Client Assets: $2.0 million
Frequently Asked Questions
BLUE HAVEN CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141738), BLUE HAVEN CAPITAL, LLC is subject to fiduciary duty under federal law.
BLUE HAVEN CAPITAL, LLC is headquartered in GENEVA, IL.
BLUE HAVEN CAPITAL, LLC serves 39 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, BLUE HAVEN CAPITAL, LLC offers portfolio management for individuals. View all service details ↓
BLUE HAVEN CAPITAL, LLC manages $122 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, BLUE HAVEN CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.37%
Average Client Assets: $2.0 million
Total Client Accounts: 376
Discretionary Accounts: 363
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 141738
Filing ID: 2079042
Last Filing Date: 2026-03-27 18:56:08