HAVEN PRIVATE, LLC
DBA: HAVEN PRIVATE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $428.1M |
| Discretionary | $428.1M100% of AUM |
| Client Accounts | 684 |
| Avg Account Size | $626K |
| Employees | 6 |
| Peak AUM | $428.1MMar 2026 |
AUM by Client Type
Total AUM
$428M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $428M | +21.8% | — | — | |
| Discretionary AUM | $428M | ||||
Key Metrics
| Total AUM | $428.1M |
| Discretionary | $428.1M |
| Employees | 6 |
| Client Accounts | 684 |
Contact & Location
Address
976 LAKE BALDWIN LANE
ORLANDO FL 32814
Phone
321-329-8674
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$428M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Pension Consultant