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| Havencrest Capital Management LLC
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|---|---|
| CRD # | 287944 |
| SEC # | 801-126206 |
| CIK # | |
| AUM | 450.7 M (2026-05-15) |
| Employees | 14 (64% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-420-3492 |
| Address | 2100 Mckinney Ave Dallas, TX 75201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Havencrest Healthcare Partners II LP | [2022-03-30] | 332.5 M | |
| Filed 2021-12-15 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Havencrest Healthcare Partners LP | [2017-08-11] | 137.8 M | 118.3 M |
| Offered $137,800,000 · Filed 2018-06-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 2 | 450.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 450.7 |
| By Discretionary | ||
| Discretionary | 2 | 450.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 450.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 450.7 | |
| Total | 2 | 450.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Christopher Kersey | Director | 22 | 2 | |
| Havencrest Healthcare Partners GP LLC | Director | 2 | 2 | |
| Havencrest Healthcare Partners II GP LLC | Director | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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