Haven Capital Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 338419
- Registered since
- January 8, 2026
- 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 limited liability company organized as an institutional registered investment adviser. The firm is SEC-registered (listed as 2026) and identifies its owner type as a combination of a domestic entity and an individual. Its primary client base is institutional, and its advisory mandate centers on portfolio management for pooled investment vehicles. Haven Capital Advisors acts in sponsor and general partner capacities and serves as managing member of pooled vehicles it advises. The firm charges performance-based fees and does not characterize itself as an active ESG investor or a multi-state adviser. Its listed business activities focus on serving pooled investment structures rather than retail or pension consulting roles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Aaron DeHaven
Managing Partner, CIO and CCOCRD 8171697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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