HAUN VENTURES MANAGEMENT LP

RIASEC RegisteredEst. 2023
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$249M
Accounts
10
Employees
11
Advisory reps
3

Firm details

Headquarters
MENLO PARK, California
CRD number
318409
Registered since
July 24, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Haun Ventures Management LP is structured as a private equity fund manager that focuses on managing pooled investment vehicles for institutional clients. The firm registered with the SEC in 2023 and operates as a sponsor, general partner and managing member of its funds rather than as a pure capital allocator. Its advisory activity is concentrated on portfolio management for pooled vehicles, and compensation includes both a percentage-of-assets fee and performance-based fees, aligning manager economics with fund-level performance. Investment activity centers on private-market strategies, with the firm allocating capital into private equity and venture capital vehicles as primary levers for return generation. Haun Ventures Management LP also incorporates exposures outside traditional equities and fixed income—namely commodities and digital currency—indicating a willingness to use non-traditional sources of return and risk. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • KEVIN BISSELL

    Chief Financial OfficerCRD 8023548

  • KATHRYN HAUN

    Founder and CEOCRD 7487969

Contacts

1 of 1
  • JAMES RATHMELL

    General CounselCRD 7752816

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1259 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth