KHAVEEN INVESTMENTS

Legal name: KHAVEEN INVESTMENTS SDN. BHD.

CRD 333688File 801-131741

APPROVED

Retail clients

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$8.7M

Bottom 25% of cohort (national)

Discretionary AUM

$3.9M

Non-discretionary $4.8M

Clients

15 accounts

Employees

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://www.linkedin.com/company/khaveen

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, 5G

Compensation

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 11

This 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.