Investment adviser · CRD 329012
HAVEN PRIVATE
Investment adviser filing (IA)
HAVEN PRIVATE, LLC
ORLANDO, FL, United States · Form ADV filed Apr 24, 2026
- Regulatory AUM
- $428M Form ADV · Item 5.F
- Client accounts
- 684 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 90 | $381,832,045 | 89.2% |
| Individuals | 89 | $23,699,192 | 5.5% |
| Corporations & businesses | 7 | $22,547,469 | 5.3% |
Filing source
Form ADV 2098710 · Apr 24, 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
0 Private fundsThe 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: Apr 24, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
976 LAKE BALDWIN LANE, SUITE 201ORLANDO, FL, 32814, United States
CRD 329012
Filing source
Form ADV 2098710 · Apr 24, 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.