Haven Capital Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 338419
- Registered since
- January 8, 2026
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Haven Capital Advisors, LLC is an advisory LLC that focuses on managing pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member for its funds, and its advisory mandate centers on portfolio management of those pooled vehicles. Its fee model includes performance-based compensation, and it does not position itself as an ESG investor or a pension consultant. The firm is reported as SEC-registered in 2026 and is listed as owned by a mix of a domestic entity and an individual; its formal classification in the source data is “unclassified.”
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Aaron DeHaven
Managing Partner, CIO and CCOCRD 8171697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 15720 Brixham Hill Ave
- Time zone
- ET (UTC-5)
- Office locations
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