Haveli Global Securities, LLC

Overview

Haveli Global Securities, LLC is organized as a limited liability company and is listed as an SEC-registered adviser with a registration year of 2023. Public disclosures about the firm’s core business lines, advisory activities, client segments, and fee model are minimal in the source data. The firm’s ownership is recorded as involving both a domestic entity and an individual. The dataset classifies the firm as “Unclassified” and flags that it does not act as a capital allocator. Haveli Global Securities is not identified as an active ESG investor, is not flagged as a multistate adviser, is not a pension consultant, and is not listed as a related adviser. The source also indicates the firm is not designated as a newly formed adviser despite the 2023 SEC registration. The record notes two office locations, but no geographic details or branch addresses are provided.

Assets & Accounts