|
⚲
|
| Blue Haven Capital LLC
✚
|
|
|---|---|
| CRD # | 141738 |
| SEC # | 801-135021 |
| CIK # | |
| AUM | $121.5 M (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 630-588-3800 |
| Address | 312 West State Street Geneva, IL 60134 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 43.4 |
| (b) Individuals (high net worth individuals) | 39 | 77.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 121.5 |
| By Discretionary | ||
| Discretionary | 363 | 113.0 |
| Non-Discretionary | 13 | 8.5 |
| Total | 376 | 121.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 120.8 | |
| Total | 376 | 121.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First LOOK Capital Management LLC
✚
|
0.1 | |
|
Lifelong Wealth Management Group LLC
✚
|
OR | 0.1 |
|
Commencement Financial Planning LLC
✚
|
0.1 | |
|
Arbalpha Capital LLC
✚
|
FL | 0.1 |
|
Boston Portfolio Advisers LLC
✚
|
MA | 0.1 |
|
GIRA & GIRA Investment Advisors LLC
✚
|
VA | 0.1 |
|
Life Strategies Inc
✚
|
CA | 0.1 |
|
Allen Financial Management LLC
✚
|
MI | 0.1 |
|
Resnick Wealth Alliance LLC
✚
|
FL | 0.1 |
|
West Financial Strategies Inc
✚
|
NC | 0.1 |