Investment adviser · CRD 338419

HAVEN CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Jul 22, 2026

Regulatory AUM
$5.4M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$5,400,000100.0%
Filing source

Form ADV 2120308 · Jul 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HAVEN CAPITAL PARTNERS (NC), LIMITED PARTNERSHIPLiquidity Fund · Last reported Jul 22, 2026$5.4MGross asset value

Form D fundraising filings

Haven Capital Partners (NC) Limited Partnership

Auditor CHERRY BEKAERT RALEIGH, North Carolina, United States
Custodian FORDEFI, INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHERRY BEKAERT
PCAOB 677

FORDEFI, INC.
LEI 87-3244997

Fund details & source
Fund ID
805-3565602520
Reported beneficial owners
1
Minimum commitment
$5M
Form D file number
021-591135

Form ADV 2120308 · Jul 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 22, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

15720 BRIXHAM HILL AVE, STE 300
CHARLOTTE, NC, 28277, United States

CRD 338419

Filing source

Form ADV 2120308 · Jul 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.