Haven Private LLC

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Assets, Funds, Holdings

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Haven Private LLC
CRD #329012
SEC #801-129272
CIK #0001615938
AUM $319.7 MM (2024-05-20)
Employees 5 (80% Investors, 0% Brokers)
Phone321-329-8674
Address976 Lake Baldwin Lane
Orlando, FL 32814
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 117 25.5
(b) Individuals (high net worth individuals) 108 272.3
(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 0 0.0
(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 14 22.0
(n) Other 0 0.0
Total 239 319.7
By Discretionary
Discretionary 239 319.7
Non-Discretionary 0 0.0
Total 239 319.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 319.7
Total 239 319.7
EDGAR Form CIK 2011 - 2024
D [0001615938]
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Excel Financial LLC
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Bellevue Asset Management LLC
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Financial Consultants & Advisory Corporation
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Longview Financial Advisors LLC
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