HAVEN PRIVATE, LLC
Adviser information for HAVEN PRIVATE, LLC last updated from Form ADV on November 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 5 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 0 | $0 |
Total | 0 | $0 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly charges |
Identifiers
SEC RIA File Number | 801-129272 |
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SEC ERA File Number | 801-129272 |
SEC CIK Numbers | None |
SEC CRD Numbers | 329012 |
Legal Entity Identifier | None |
Principal Office
976 LAKE BALDWIN LANESUITE 201
ORLANDO
FL
United States
Monday - Friday, 9AM - 5PM
Tel: 321-329-8674, Fax: None
Websites
Chief Compliance Officer
STACEY L. COLE
MEMBER
976 LAKE BALDWIN LANE
SUITE 201
ORLANDO
FL
United States
Tel:
321-329-8672
S****@***************M
(Full email address available in API data)
Regulatory Contact
MARC ANGLE
CHIEF EXECUTIVE OFFICER
976 LAKE BALDWIN LANE
SUITE 201
ORLANDO
FL
United States
M*****@***************M
(Full email address available in API data)
Industry Affiliates
ENCLAVE | Insurance company or agency |
TOPPER HILL GROUP | Insurance company or agency |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ELEVATE IV, LLC | Domestic Entity | – | MANAGING MEMBER | 12/2023 | > 75% |
GIBSON, JOHNNY, MARION | Individual | – | MEMBER & CHIEF INVESTMENT OFFICER | 12/2023 | < 5% |
OLH CAPITAL, LLC | Domestic Entity | – | MEMBER | 12/2023 | 10-25% |
ANGLE, MARC, R | Individual | – | MEMBER & CHIEF EXECUTIVE OFFICER | 12/2023 | < 5% |
COLE, STACEY, LYNEL | Individual | – | MEMBER & CHIEF COMPLIANCE OFFICER | 12/2023 | < 5% |
HERSHISER, PAUL, JUDSON | Individual | – | MEMBER & CHIEF OPERATIONS OFFICER | 12/2023 | < 5% |
ANGLE, MARC, R | Individual | ELEVATE IV, LLC | MANAGING MEMBER | 04/2022 | 25-50% |
COLE, STACEY, LYNEL | Individual | ELEVATE IV, LLC | MANAGING MEMBER | 04/2022 | 25-50% |
GIBSON, JOHNNY, MARION | Individual | ELEVATE IV, LLC | MANAGING MEMBER | 04/2022 | 25-50% |
HERSHISER, PAUL, JUDSON | Individual | OLH CAPITAL, LLC | MANAGING MEMBER | 09/2023 | > 75% |