Haveli Investment Management LLC

Overview

Haveli Investment Management LLC is structured as a limited liability company that operates in the private equity fund space and registered with the SEC in 2022. The firm serves institutional clients and charges fees that include a percentage of assets under management plus other fee components. Its principal activities focus on running and managing pooled investment vehicles: Haveli acts as a sponsor, general partner, and managing member for those vehicles and performs portfolio management for pooled funds. The firm is also registered to operate as a CPO/CTA and lists affiliations with broker-dealers and other investment advisers. Haveli is not positioned as an active ESG investor. It is organized as a domestic entity with individual ownership and does not present itself as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives