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HAVELI INVESTMENT MANAGEMENT LLC
CRD 316470 · SEC 801-123111
405 COLORADO STREET, SUITE 1600, AUSTIN, TX, 78701, United States
Phone
512-987-7314
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.03B
Discretionary AUM
$6.03B
Team
51 total employees; 35 advisory reps
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $6.03B |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD