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Haven Capital Group, Inc.

● SEC registered since 2024CRD 149641SEC# 801-130171Westlake Village, CA
Export (members)
Reg. AUM
$142.4M
Employees
1
Accounts
137
Location
Westlake Village, CA

Haven Capital Group, Inc. assets under management

Haven Capital Group, Inc. is an investment advisory firm registered with the SEC based in Westlake Village, CA. The firm has been registered since 2024. It reports $142.4 million in regulatory assets under management and employs 1 people.
www.havencapitalgroup.comView on SEC.gov ↗

Haven Capital Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kristin Wyman Horton ControlPresident And Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Haven Capital Group, Inc. manage?

Haven Capital Group, Inc. reports $142.4 million in regulatory assets under management on its Form ADV.

How many employees does Haven Capital Group, Inc. have?

Haven Capital Group, Inc. reports 1 employees.

Where is Haven Capital Group, Inc. located?

Haven Capital Group, Inc. is based in Westlake Village, CA and has been SEC-registered since 2024.

Does Haven Capital Group, Inc. disclose fund performance?

Haven Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2625 Townsgate Rd, Ste 330, Westlake Village, CA 91361-5751
Phone805-963-9050
Fax855-825-2693
Office hours8:30 a.m. - 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.4M
Non-discretionary$0
Total (RAUM)$142.4M