Haven Global Partners, LLC

RIASEC RegisteredEst. 2021

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 SEC-registered investment adviser organized as an LLC and active since 2021. The firm operates on a percentage-of-AUM fee model and focuses on institutional clients while also providing portfolio management for individuals, small businesses, pooled investment vehicles, and other businesses or institutions. It serves as a sponsor/GP and managing member of pooled investment vehicles, indicating active involvement in structuring or managing private pooled offerings. Haven Global Partners does not identify as an ESG-focused manager and is not registered as a multistate adviser.