HAVEN PRIVATE
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 329012
- Registered since
- January 2, 2024
- Website
- www.havenprivate.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.2%
- Individuals5.54%
- Corporations / Businesses5.27%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Haven Private is an independent registered investment adviser set up as an LLC that positions itself as both a direct manager and a capital allocator for individuals, families and institutional clients. The firm provides discretionary portfolio management across individual and pooled vehicles, manages accounts for businesses and institutions, and selects external managers where appropriate. Its compensation model combines asset-based fees and hourly billing. Haven Private is not an ESG-focused manager and is not registered as a multi-state adviser; it began SEC registration in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities34%
- Other7%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Owners & executives
1 of 1JOHNNY GIBSON
Executive Managing Director & CIOCRD 4054687
Contacts
3 of 5STACEY COLE
Executive Manager DirectorCRD 7223460
PAUL HERSHISER
Executive Manager DirectorCRD 2311230
MARC ANGLE
Co-Founder & Managing DirectorCRD 5713710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$159M in ETFs
66%
$105M
29%
$53.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF (MUST) | Passive | Muni National Interm | $21.7M | 1,060,246 | 13.70% |
Location
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 976 Lake Baldwin Ln
- Time zone
- ET (UTC-5)
- Office locations
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