Services:
Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
329012
DISCLOSURE BROCHURE (2026-04-24)
(fee schedule source)
· View brochure text
Haven Private's Form ADV discloses 1.25% on the first $2 million, 0.90% on the next $3 million, 0.60% on the next $5 million, 0.50% on the next $15 million, 0.45% on the next $25 million, and negotiable rates above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #329012), Haven Private is subject to fiduciary duty under federal law.
Haven Private is headquartered in ORLANDO, FL.
Haven Private serves 90 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, Haven Private offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Haven Private manages $428 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, Haven Private serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓