Blue Haven Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Geneva, IL. Its latest Form ADV filing, dated March 27, 2026, reports $122M in regulatory assets under management, 2 employees, and 376 accounts.
Assets Under Management
$122M
Employees
2
Offices
--
Total Clients
206
Primary office
GENEVA, IL
312 WEST STATE STREET, SUITE 112, GENEVA, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.6% of total clients.
Top client categories% of clientsClients
1
Individuals
80.6%
166
2
HNWI
18.9%
39
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of March 27, 2026
Discretionary93.0%
$113M
93% of total RAUM93.0%
Non-discretionary7.0%
$9M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$122M
Total Accounts376
10Y AUM Change+$14M (+12.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee103:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.