DBA: HAVEN PRIVATE
| Total AUM | $428.1M |
| Discretionary | $428.1M100% of AUM |
| Client Accounts | 684 |
| Avg Account Size | $626K |
| Employees | 6 |
| Peak AUM | $428.1MMar 2026 |
Total AUM
$428M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $428M | +21.8% | — | — | |
| Discretionary AUM | $428M | ||||
| Total AUM | $428.1M |
| Discretionary | $428.1M |
| Employees | 6 |
| Client Accounts | 684 |
Address
976 LAKE BALDWIN LANE
ORLANDO FL 32814
Phone
321-329-8674
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$428M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 684 | +30.0% | — | — |
| Avg Account Size | $625,846.061 | 6.3% | — | — |
| Employees | 6 | 0.0% | +7.8% | — |
| AUM / Employee | $71M | +21.8% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $406M | +24.8% | — | — | |
| Institutional AUM | $23M | 15.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 89 | +29.0% | — | — | |
| Institutional | 7 | 30.0% | — | — | |
| Individuals | 90 | +4.7% | — | — | |