Form D · Other Banking and Financial Services
Haven Advisors Holdings, LLC
Austin, TX · CIK 0002142146
Offering snapshot reported Jul 8, 2026 · SEC filing
- Reported sold
- $10M Offering amount: $10M
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 9, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 8, 2026 | Initial | $10,000,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-589983
Source: Form D, filed Jul 8, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A Haven Advisors Management, Llc | Executive |
| Brian Mc Dowell | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
5900 Balcones Drive Ste 100
Austin, TX, 78731
Austin, TX, 78731