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| Haven Capital Group Inc
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|---|---|
| CRD # | 149641 |
| SEC # | 801-130171 |
| CIK # | 0002055804, 0002069175 |
| AUM | 143.9 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-963-9050 |
| Address | 2625 Townsgate Rd Westlake Village, CA 91361-5751 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 26.9 | ||
| Apple Inc | 11.9 | ||
| Nvidia Corp | 9.7 | ||
| Alphabet Inc | 8.7 | ||
| ARM Holdings PLC /UK | 6.1 | ||
| Idexx Laboratories Inc /DE | 6.0 | ||
| AbbVie Inc | 5.6 | ||
| Hilton Worldwide Holdings Inc | 4.2 | ||
| Edwards Lifesciences Corp | 4.0 | ||
| Roper Industries Inc | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 6.6 |
| (b) Individuals (high net worth individuals) | 82 | 130.7 |
| (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 | 5.6 |
| (h) Charitable organizations | 0 | 1.0 |
| (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 | 125 | 143.9 |
| By Discretionary | ||
| Discretionary | 125 | 143.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 125 | 143.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.9 | |
| Total | 125 | 143.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055804] | |
| D | [0002069175] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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