Overview
Assets Under Management: $320 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 86
Average Client Assets: $4 million
Frequently Asked Questions
HAVEN PRIVATE, 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 #329012), HAVEN PRIVATE, LLC is subject to fiduciary duty under federal law.
HAVEN PRIVATE, LLC is headquartered in ORLANDO, FL.
HAVEN PRIVATE, LLC serves 86 high-net-worth clients according to their SEC filing dated May 20, 2024. View client details ↓
According to their SEC Form ADV, HAVEN PRIVATE, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HAVEN PRIVATE, LLC manages $320 million in client assets according to their SEC filing dated May 20, 2024.
According to their SEC Form ADV, HAVEN PRIVATE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.65
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 239
Discretionary Accounts: 239
Regulatory Filings
CRD Number: 329012
Last Filing Date: 2024-05-20 00:00:00
Website: https://havenprivate.com