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BLUE HAVEN CAPITAL, LLC
CRD 141738 · SEC 801-135021
312 WEST STATE STREET, SUITE 112, GENEVA, IL, 60134, United States
Phone
630-588-3800
Fax
877-302-2650
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.5M
Discretionary AUM
$113.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 166 | $43.4M |
| High net worth individuals | 39 | $77.0M |
| Charitable organizations | 1 | $1.1M |
States served
CA, IL, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD