HAVEN PRIVATE

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Company Profile

As of Date 04/24/2026
ADV Location United States, FL
Websites
AUM* 518,708,706 -20%
of that, discretionary 507,066,366 -22%
Number of Employees 8 14%
of those in investment advisory functions 7 17%
Private Fund GAV* 0
Avg Account Size 538,080 -56%
High Net Worth 41.03% -3%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Recent News

Reported AUM

652M 559M 466M 373M 280M 186M 93M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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