HAVELI GLOBAL SECURITIES, LLC

Overview

Haveli Global Securities, LLC is organized as a limited liability company and is registered with the SEC as of 2023. The firm's ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The profile also flags that the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. Public disclosures in FINTRX are minimal: key fields for business activities, advisory activities, client base and fee structure are blank. That limited disclosure makes it difficult to define the firm's market positioning, client segments, or service model beyond its entity type and registration status.

Assets & Accounts

Location & Offices