BLUE HAVEN CAPITAL, LLC

Overview

Blue Haven Capital, LLC is a fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses, serving both high-net-worth families and institutional clients. The firm operates on a percentage-of-assets model and, according to filings, registered with the SEC in 2026. Its owner structure is individual-owned and it is classified as unclassified on filings. Blue Haven is not positioned as an ESG-active allocator and is not listed as a multi-state adviser. Investment activity skews toward pooled public funds: mutual funds and other public pooled vehicles make up the largest portion of client assets. The firm supplements public allocations with third-party alternative managers—specifically private equity and hedge funds—indicating a blended approach that mixes broad-market exposure through mutual funds with targeted alternative allocations for diversification and return enhancement. Advisory services emphasize discretionary portfolio management (the majority of assets are discretionary) with strategies likely implemented through custodial accounts and separately managed or model-based structures.

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Public Holdings

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Location & Offices