HAVEN VENTURE PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
324408
Registered since
December 14, 2022

Firm profile

FINTRX

Overview

Haven Venture Partners, LLC is a privately owned limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm registered with the SEC in 2022 and is organized to run private funds rather than to provide traditional advisory services to retail or institutional advisory accounts. Its regulatory filings list activities consistent with venture capital fund management: sourcing deals, structuring pooled vehicles and acting as managing member for those vehicles. Haven is not identified as an active ESG investor and is not flagged as a multi-state advisory practice; its classification in public filings is unclassified and it is not positioned as a capital allocator outside its fund activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Joseph Guzel

    Managing Partner & Co-FounderCRD 7672485

  • McLain Southworth

    Managing Partner & Co-FounderCRD 7672488

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
3000 El Camino Real
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth