HAVELI INVESTMENT MANAGEMENT LLC
CRD #316470 SEC #801-123111 AUSTIN, TX 512-987-7314
SEC Registered Private Funds
Total AUM
$4.5B
Discretionary
$4.5B
Employees
54
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $4.5B | $4.5B | $0 | 54 | 0 |
| Mar 2024 | $2.7B | $2.7B | $0 | 45 | 0 |
| Feb 2024 | $2.4B | $2.4B | $0 | 36 | 0 |
| Jan 2024 | $2.4B | $2.4B | $0 | 36 | 0 |
| May 2023 | $2.4B | $2.4B | $0 | 36 | 0 |
| Apr 2023 | $597M | $597M | $0 | 33 | 0 |
| Nov 2022 | $358.3M | $358.3M | $0 | 16 | 0 |
| Nov 2022 | $358.3M | $358.3M | $0 | 16 | 0 |
| Apr 2022 | $358.3M | $358.3M | $0 | 16 | 0 |
DateApr 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees54
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees45
Clients0
DateFeb 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees36
Clients0
DateJan 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees36
Clients0
DateMay 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees36
Clients0
DateApr 2023
Total AUM$597M
Discretionary$597M
Non-Disc.$0
Employees33
Clients0
DateNov 2022
Total AUM$358.3M
Discretionary$358.3M
Non-Disc.$0
Employees16
Clients0
DateNov 2022
Total AUM$358.3M
Discretionary$358.3M
Non-Disc.$0
Employees16
Clients0
DateApr 2022
Total AUM$358.3M
Discretionary$358.3M
Non-Disc.$0
Employees16
Clients0