HAVEN PRIVATE, LLC
Legal name: HAVEN PRIVATE
CRD #329012 SEC #801-129272 ORLANDO, FL 321-329-8674
SEC Registered
Total AUM
$351.4M
Discretionary
$351.4M
Employees
6
Clients
--
Accounts
526
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $351.4M | $351.4M | $0 | 6 | 0 |
| Mar 2025 | $351.4M | $351.4M | $0 | 6 | 0 |
| May 2024 | $319.7M | $319.7M | $0 | 5 | 0 |
| Nov 2023 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$351.4M
Discretionary$351.4M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$319.7M
Discretionary$319.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0