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 organized as an LLC and registered with the SEC in 2024. The firm acts as a capital allocator for both individuals/families and institutional clients, offering portfolio management across retail and pooled vehicles, advisory services to businesses and institutions, and the selection of outside managers. Compensation is primarily a percentage of assets under management, with hourly billing available for some services. The firm is not positioned as an ESG investor and, per the snapshot data, does not operate as a multistate adviser. An insurance company is listed among its industry affiliations.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities34%
- Other7%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$179M in ETFs
58%
$103M
33%
$75.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF (MUST) | Passive | Muni National Interm | $24.9M | 1,301,296 | 13.93% |
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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