← Directory
HAVEN PRIVATE
Legal name: HAVEN PRIVATE, LLC
CRD 329012File 801-129272
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$428.1M
Below cohort median (national)
Discretionary AUM
$428.1M
Clients
186
684 accounts
Employees
6
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 2, 2024
- Principal office
- 976 LAKE BALDWIN LANE, SUITE 201, ORLANDO, FL, 32814
- Phone
- 321-329-8674
- Website
- https://www.havenprivate.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $428.1M
- Discretionary AUM
- $428.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 684
- Non-discretionary accounts
- 0
- Total accounts
- 684
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $22.5M |
| High net worth individuals | 90 | $381.8M |
| Individuals (other than high net worth individuals) | 89 | $23.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.