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KHAVEEN INVESTMENTS
Legal name: KHAVEEN INVESTMENTS SDN. BHD.
CRD 333688File 801-131741
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.7M
Bottom 25% of cohort (national)
Discretionary AUM
$3.9M
Non-discretionary $4.8M
Clients
15
15 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 29, 2025
- Principal office
- 1-23-5 BERJAYA CENTRAL PARK, JALAN AMPANG, KUALA LUMPUR, WILAYAH PERSEKETUAN, 50450
- Phone
- 60321819701
- Website
- https://khaveen.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.7M
- Discretionary AUM
- $3.9M
- Non-discretionary AUM
- $4.8M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 3
- Total accounts
- 15
- AUM per client
- $580K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $140K |
| High net worth individuals | 14 | $8.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Securities recommendations
- Financial planning services
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 11 | 15 | increased by4 |
| Apr 1, 2026 | AUM | $7,800,000 | $8,700,000 | increased by$900,000 |
| Apr 1, 2026 | Accounts | 11 | 15 | increased by4 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KHAVEEN INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KHAVEEN INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.