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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Khaveen Investments SDN BHD
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|---|---|
| CRD # | 333688 |
| SEC # | 801-131741 |
| CIK # | |
| AUM | $4.9 M (2024-12-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 60124891994 |
| Address | 1235 Berjaya Central Park Kuala Lumpur Wilayah Perseketuan, Malaysia |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 4.8 |
| (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 | 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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 4.9 |
| By Discretionary | ||
| Discretionary | 8 | 1.6 |
| Non-Discretionary | 2 | 3.3 |
| Total | 10 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 0.0 | |
| Total | 10 | 4.9 |
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|---|---|---|
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FBL Wealth Management LLC
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IA | 0.0 |
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Winrise Capital Inc
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0.0 | |
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|
Cystein Management LLC
✚
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0.0 | |
|
Tradingvalley Inc
✚
|
0.0 | |
|
Puentes Mayorga Advisers SAS
✚
|
0.0 | |
|
El Castillo Investments LLC
✚
|
0.0 | |
|
Afinitiv LLC
✚
|
WY | 0.0 |
|
Quantca Financial LLC
✚
|
WA | 0.0 |
|
BOFA Advisors LLC
✚
|
MA | 0.0 |