Investment adviser · CRD 167334

HAVEN CAPITAL

Investment adviser filing (IA)

HAVEN CAPITAL MANAGEMENT GROUP, LLC

ATLANTA, GA, United States · Form ADV filed Jul 22, 2014

Regulatory AUM
$35M
Form ADV · Item 5.F
Client accounts
35
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 22, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

3400 PEACHTREE ROAD NE, SUITE 1603
ATLANTA, GA, 30326, United States

CRD 167334

Filing source

Form ADV 835809 · Jul 22, 2014 · 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.