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⚲
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| Havenshare Financial LLC
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| |
|---|---|
| CRD # | 167236 |
| SEC # | 801-88172 |
| CIK # | |
| AUM | $647.8 MM (2024-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 214-562-3390 |
| Address | 6439 Kenwood Avenue Dallas, TX 75214 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 647.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 647.8 |
| By Discretionary | ||
| Discretionary | 1 | 37.7 |
| Non-Discretionary | 14 | 610.1 |
| Total | 15 | 647.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 647.8 | |
| Total | 15 | 647.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Commonwealth Financial Services LLC
✚
|
WV | 0.6 |
|
TSFG LLC
✚
|
IL | 0.6 |
|
The High Net Worth Advisory Group LLC
✚
|
FL | 0.6 |
|
Chesme LLC
✚
|
MI | 0.6 |
|
de Groote Financial Group LLC
✚
|
CA | 0.6 |
|
Wealth Alliance Advisory Group LLC
✚
|
KS | 0.6 |
|
Spectrum Asset Management Inc
✚
|
CA | 0.6 |
|
Investment Partners Ltd
✚
|
OH | 0.6 |
|
SKBA Capital Management LLC
✚
|
CA | 0.6 |
|
Consilium Wealth Management LLC
✚
|
CA | 0.6 |