Haven Private

Overview

Haven Private is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its client fee model combines a percentage-of-assets-under-management billing with the option for hourly charges. Advisory services center on discretionary portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and institutional or business accounts. The firm also acts as a selector of third‑party managers, which aligns with its capital allocator role. Haven Private is not an active ESG investor, does not operate as a multistate adviser, and reports an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives