Havenshare Financial, LLC

Overview

Havenshare Financial, LLC is an independent registered investment adviser that positions itself as a capital allocator for a small number of high‑net‑worth individual and family clients. Since its 2015 SEC registration, the firm has focused on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. Its fee arrangements include hourly and fixed fees plus other non‑traditional billing structures rather than standard AUM‑only billing. Investment activity centers on allocating client capital to external managers and pooled vehicles rather than running large internally managed discretionary mandates. The firm is not an active ESG investor and it does not operate as a multistate adviser in the sense of wide branch footprints; instead it serves a concentrated client base through a single office. Given the large average client and account sizes and the composition of assets, Havenshare acts largely as an allocator into private funds and other alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices