KUALA LUMPUR, WILAYAH PERSEKETUANCRD 333688Latest ADV March 23, 2026
Khaveen Investments is an SEC registered investment adviser organized as a corporation with a primary office location in Kuala Lumpur, Wilayah Perseketuan. Its latest Form ADV filing, dated March 23, 2026, reports $9M in regulatory assets under management, 3 employees, and 15 accounts.
Assets Under Management
$9M
Employees
3
Offices
--
Total Clients
15
Primary office
KUALA LUMPUR, WILAYAH PERSEKETUAN
1-23-5 BERJAYA CENTRAL PARK, JALAN AMPANG, KUALA LUMPUR, WILAYAH PERSEKETUAN, Malaysia
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.3% of total clients.
Top client categories% of clientsClients
1
HNWI
93.3%
14
2
Corporations
6.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9Mas of March 23, 2026
Discretionary44.8%
$4M
45% of total RAUM44.8%
Non-discretionary55.2%
$5M
55% of total RAUM55.2%
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$9M
Total Accounts15
10Y AUM Change+$4M (+77.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee5:1
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.