Haven Global Partners, LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$55.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 289472
Registered since: March 4, 2021
Website: www.havengp.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J. P. MORGAN, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: State / Municipal Government91.34%
Charitable Organizations5.47%
Pooled Investment Vehicles2.21%
Other0.98%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Haven Global Partners, LLC is an institutional registered investment adviser that registered with the SEC in 2021. The firm bills clients on a percentage-of-AUM basis and focuses on discretionary portfolio management across a mix of client types: institutional clients are its primary client base, and its advisory activities also cover individuals and small businesses, pooled investment vehicles, and corporate or institutional balance-sheet mandates. Haven Global Partners is organized as an LLC with domestic entity and individual ownership. It does not identify as an active ESG investor, is not positioned as a capital allocator, and is not registered as a multi-state adviser.