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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Havenshare Financial LLC
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|---|---|
| CRD # | 167236 |
| SEC # | 801-88172 |
| CIK # | |
| AUM | $668.2 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 214-562-3390 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| 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) | 7 | 668.2 |
| (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 | 16 | 668.2 |
| By Discretionary | ||
| Discretionary | 2 | 42.3 |
| Non-Discretionary | 14 | 626.0 |
| Total | 16 | 668.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 668.2 | |
| Total | 16 | 668.2 |
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|---|---|---|
|
Newman Dignan & Sheerar Inc
✚
|
RI | 0.7 |
|
Grant Street Asset Management Inc
✚
|
PA | 0.7 |
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Cambient Family Office LLC
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MI | 0.7 |
|
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IA | 0.7 |
|
Meadow Creek Wealth Advisors LLC
✚
|
GA | 0.7 |
|
Wealth Management Partners LLC
✚
|
AZ | 0.7 |
|
Global Financial Private Client LLC
✚
|
FL | 0.7 |
|
Wealth Advisory Group Inc
✚
|
PA | 0.7 |
|
Perennial Advisors LLC
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|
NY | 0.7 |
|
Gitterman Wealth Management LLC
✚
|
NJ | 0.7 |