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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANGLE, MARC, R | I | MEMBER & CHIEF EXECUTIVE OFFICER | NA | Control |
| ANGLE, MARC, R | I | MEMBER & CHIEF EXECUTIVE OFFICER | NA | Control |
| ANGLE, MARC, R | I | MEMBER & CHIEF EXECUTIVE OFFICER | NA | Control |
| ANGLE, MARC, R | I | MEMBER & CHIEF EXECUTIVE OFFICER | NA | Control |
| ANGLE, MARC, R | I | MEMBER & CHIEF EXECUTIVE OFFICER | NA | Control |
| COLE, STACEY, LYNEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, STACEY, LYNEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, STACEY, LYNEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, STACEY, LYNEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COLE, STACEY, LYNEL | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GIBSON, JOHNNY, MARION | I | MEMBER & CHIEF INVESTMENT OFFICER | NA | Control |
| GIBSON, JOHNNY, MARION | I | MEMBER & CHIEF INVESTMENT OFFICER | NA | Control |
| GIBSON, JOHNNY, MARION | I | MEMBER & CHIEF INVESTMENT OFFICER | NA | Control |
| GIBSON, JOHNNY, MARION | I | MEMBER & CHIEF INVESTMENT OFFICER | NA | Control |
| GIBSON, JOHNNY, MARION | I | MEMBER & CHIEF INVESTMENT OFFICER | NA | Control |
| HERSHISER, PAUL, JUDSON | I | MEMBER & CHIEF OPERATIONS OFFICER | NA | Control |
| HERSHISER, PAUL, JUDSON | I | MEMBER & CHIEF OPERATIONS OFFICER | NA | Control |
| HERSHISER, PAUL, JUDSON | I | MEMBER & CHIEF OPERATIONS OFFICER | NA | Control |
| HERSHISER, PAUL, JUDSON | I | MEMBER & CHIEF OPERATIONS OFFICER | NA | Control |
| HERSHISER, PAUL, JUDSON | I | MEMBER & CHIEF OPERATIONS OFFICER | NA | Control |
| ELEVATE IV, LLC | DE | MANAGING MEMBER | E | Control |
| ELEVATE IV, LLC | DE | MANAGING MEMBER | E | Control |
| ELEVATE IV, LLC | DE | MANAGING MEMBER | E | Control |
| ELEVATE IV, LLC | DE | MANAGING MEMBER | E | Control |
| ELEVATE IV, LLC | DE | MANAGING MEMBER | E | Control |
| OLH CAPITAL, LLC | DE | MEMBER | B | |
| OLH CAPITAL, LLC | DE | MEMBER | B | |
| OLH CAPITAL, LLC | DE | MEMBER | B | |
| OLH CAPITAL, LLC | DE | MEMBER | B | |
| OLH CAPITAL, LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HERSHISER, PAUL, JUDSON | I | OLH CAPITAL, LLC | E | Control |
| HERSHISER, PAUL, JUDSON | I | OLH CAPITAL, LLC | E | Control |
| ANGLE, MARC, R | I | ELEVATE IV, LLC | C | Control |
| ANGLE, MARC, R | I | ELEVATE IV, LLC | C | Control |
| COLE, STACEY, LYNEL | I | ELEVATE IV, LLC | C | Control |
| COLE, STACEY, LYNEL | I | ELEVATE IV, LLC | C | Control |
| GIBSON, JOHNNY, MARION | I | ELEVATE IV, LLC | C | Control |
| GIBSON, JOHNNY, MARION | I | ELEVATE IV, LLC | C | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (8)
CA CO FL LA NC NY OH TX
Address
976 LAKE BALDWIN LANESUITE 201
ORLANDO, FL 32814
United States
Phone: 321-329-8674