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HAVEN PRIVATE
HAVEN PRIVATE, LLC
CRD 329012 · SEC 801-129272
976 LAKE BALDWIN LANE, SUITE 201, ORLANDO, FL, 32814, United States
Phone
321-329-8674
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$428.1M
Discretionary AUM
$428.1M
Team
6 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $23.7M |
| High net worth individuals | 90 | $381.8M |
| Corporations/business entities | 7 | $22.5M |
States served
CA, CO, LA, NY, NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD