Haven Global Partners, LLC

RIASEC RegisteredEst. 2021

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$55.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 289472
Registered since: March 4, 2021
Website: www.havengp.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J. P. MORGAN, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: State / Municipal Government91.34%
Charitable Organizations5.47%
Pooled Investment Vehicles2.21%
Other0.98%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Haven Global Partners, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. Registered in 2021, the firm bills on a percentage-of-AUM basis and primarily serves institutional clients. Its advisory work includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. The firm also serves as sponsor, general partner, and managing member of pooled vehicles. It is not an active ESG investor and is not characterized as a multi-state adviser or pension consultant.