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Haven Private, LLC

● SEC registered since 2024CRD 329012SEC# 801-129272Orlando, FL
Export (members)
Reg. AUM
$351.4M
Employees
6
Accounts
526
Location
Orlando, FL

Haven Private, LLC assets under management

Haven Private, LLC is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2024. It reports $351.4 million in regulatory assets under management and employs 6 people.

Haven Private, LLC owners & executives

10 reported
NameTitleOwnershipSince
Elevate IV, LLC ControlManaging MemberOver 75%2023
Johnny Marion Gibson ControlMember & Chief Investment OfficerUnder 5%2023
Marc R Angle ControlMember & Chief Executive OfficerUnder 5%2023
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Frequently asked questions

How much does Haven Private, LLC manage?

Haven Private, LLC reports $351.4 million in regulatory assets under management on its Form ADV.

How many employees does Haven Private, LLC have?

Haven Private, LLC reports 6 employees.

Where is Haven Private, LLC located?

Haven Private, LLC is based in Orlando, FL and has been SEC-registered since 2024.

Does Haven Private, LLC disclose fund performance?

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

Contact & registration

Address976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814
Phone321-329-8674
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$351.4M
Non-discretionary$0
Total (RAUM)$351.4M