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TRUEHAVEN CAPITAL
TRUEHAVEN CAPITAL, LLC
CRD 332005 · SEC 801-130726
1201 LIBERTY PIKE, SUITE 229 #1013, FRANKLIN, TN, 37067, United States
Phone
210-260-8668
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.3M
Discretionary AUM
$42.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.3M |
| High net worth individuals | 10 | $51.8M |
| Pooled investment vehicles | 3 | $191K |
| Other investment advisers | 2 | $2.4M |
| Corporations/business entities | 4 | $6.6M |
All web addresses on file
Official SEC filing: View on IAPD