Haven Private is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated April 24, 2026, reports $428M in regulatory assets under management, 6 employees, and 684 accounts.
Assets Under Management
$428M
Employees
6
Offices
--
Total Clients
186
Primary office
ORLANDO, FL
976 LAKE BALDWIN LANE, SUITE 201, ORLANDO, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.4% of total clients.
Top client categories% of clientsClients
1
HNWI
48.4%
90
2
Individuals
47.8%
89
3
Corporations
3.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$428Mas of April 24, 2026
Discretionary100.0%
$428M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$428M
Total Accounts684
10Y AUM Change+$428M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change+1 (+20.0%)
* 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.