HAVEN CAPITAL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
335627
Registered since
May 14, 2025

Firm profile

FINTRX

Overview

Haven Capital Partners is a limited liability company that registered with the SEC in 2025 and operates as a sponsor and general partner of pooled investment vehicles. The firm’s primary activity is running private funds — it serves as sponsor, GP, and managing member for vehicles that pool outside capital to acquire and manage private assets. Haven Capital Partners is not classified as a multi-state adviser and does not identify as an active ESG investor. Its corporate setup and filings position it as a manager that sources deals, aggregates LP capital, and takes an operational role in portfolio companies through its fund platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Matthew Metalios

    Co-Founder & PartnerCRD 8062564

  • WALLACE MEHRAN

    Co-Founder & PartnerCRD 4477430

  • DAVID BAINBRIDGE

    Co-Founder & PartnerCRD 2977717

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
825 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth