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HAVENCREST CAPITAL MANAGEMENT, LLC
CRD 287944 · SEC 801-126206
2100 MCKINNEY AVE., SUITE 1760, DALLAS, TX, 75201, United States
Phone
214-420-3492
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$450.7M
Discretionary AUM
$450.7M
Team
14 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $450.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD