HAVENCREST CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 287944
- Registered since
- July 28, 2022
- Website
- havencrest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Havencrest Capital Management, LLC is an SEC-registered limited liability company that operates as a private equity fund adviser to institutional investors. The firm is set up to advise and manage pooled investment vehicles and commonly serves as sponsor, general partner and managing member of those vehicles. Its fee schedule combines a percentage-of-assets approach with performance-based fees, and it does not identify as an active ESG investor. Havencrest registered with the SEC in 2022 and is organized to serve institutional clients rather than retail households.
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
Contacts
3 of 3Christopher Miner
CRD 8245283
MATT SHOFNER
PartnerCRD 6826784
CHRISTOPHER KERSEY
Managing PartnerCRD 6231156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2100 McKinney Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
WISDOM FIXED INCOME MANAGEMENT
RIADALLAS, TX
LGT FINANCIAL ADVISORS LLC
RIADALLAS, TX
THACKERAY PARTNERS
RIADALLAS, TX
BURFORD BROTHERS, INC.
RIADALLAS, TX
CIC PARTNERS MANAGEMENT LLC
RIADALLAS, TX
S2 FUND MANAGER, LLC
RIADALLAS, TX