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Haven Global Partners LLC
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CRD # | 289472 |
SEC # | 801-120377 |
CIK # | |
AUM | $893.6 MM (2024-03-23) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 470-355-2434 |
Address | 191 Peachtree Street NE Atlanta, GA 30303 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 4 | 77.0 |
(i) State or municipal government entities | 17 | 803.7 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 3 | 13.0 |
Total | 24 | 893.6 |
By Discretionary | ||
Discretionary | 24 | 893.6 |
Non-Discretionary | 0 | 0.0 |
Total | 24 | 893.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 893.6 | |
Total | 24 | 893.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Rae & Lipskie Investment Counsel Inc
✚
|
0.9 | |
Headinvest LLC
✚
|
ME | 0.9 |
Hemington Wealth Management LLC
✚
|
VA | 0.9 |
van Cleef Asset Management Inc
✚
|
OH | 0.9 |
Adams Asset Advisors LLC
✚
|
TX | 0.9 |
Gateway Wealth Partners LLC
✚
|
WI | 0.9 |
Dean Investment Associates LLC
✚
|
OH | 0.9 |
Minneapolis Portfolio Management Group LLC
✚
|
MN | 0.9 |
Maren Capital LLC
✚
|
IL | 0.9 |
Keeley-Teton Advisors LLC
✚
|
IL | 0.9 |