HAVELI INVESTMENT MANAGEMENT LLC

Overview

Haveli Investment Management LLC is an SEC‑registered investment adviser organized as an LLC that operates primarily as a private equity fund manager and pooled‑vehicle sponsor. The firm targets institutional clients and performs portfolio management for pooled investment vehicles; its business activities also list CPO/CTA functions and roles as sponsor, GP or managing member of pooled vehicles. Haveli bills fees as a percentage of assets under management (plus other fee arrangements) and is not classified as a capital allocator. The adviser was registered with the SEC in 2022 and is not identified as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices