Haveli Investment Management LLC

Overview

Haveli Investment Management LLC is structured as a limited liability company that operates as a private equity fund manager focused on institutional clients. The firm registered with the SEC in 2022 and functions as a sponsor/GP and manager of pooled investment vehicles. Its operating activities include commodity pool operator/commodity trading advisor functions and portfolio management for pooled investment vehicles. Haveli charges fees tied to assets under management (and other fee components) and is not positioned as a capital allocator; instead it appears to originate and manage private funds. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives