Haven Capital Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 338419
- Registered since
- August 11, 2026
- Website
- www.havencap.io
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Haven Capital Advisors, LLC is a North Carolina–based limited liability company that operates as an institutional registered investment adviser focused on managing pooled investment vehicles for institutional clients. The firm serves in sponsor and GP roles and acts as a managing member of those vehicles rather than functioning as a third‑party capital allocator. Its compensation model includes performance‑based fees, and it does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 15720 Brixham Hill Ave
- Time zone
- ET (UTC-5)
- Office locations
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