HAVEN CAPITAL GROUP, INC.
Legal name: HAVEN CAPITAL GROUP
CRD #149641 SEC #801-130171 WESTLAKE VILLAGE, CA 805-963-9050
SEC Registered
Total AUM
$142.4M
Discretionary
$142.4M
Employees
1
Clients
25
Accounts
137
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $142.4M | $142.4M | $0 | 1 | 0 |
| May 2024 | $118.9M | $118.9M | $0 | 1 | 0 |
| Apr 2024 | $118.9M | $118.9M | $0 | 1 | 0 |
| Mar 2024 | $118.9M | $118.9M | $0 | 1 | 0 |
| May 2012 | $34M | $34M | $0 | 1 | 26 |
| Mar 2012 | $34M | $34M | $0 | 1 | 26 |
| Mar 2012 | $34M | $34M | $0 | 1 | 26 |
| Mar 2011 | $28.7M | $28.7M | $0 | 5 | -- |
| Oct 2009 | $25.5M | $25.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees5
Clients--