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Havencrest Capital Management, LLC

● SEC registered since 2022CRD 287944SEC# 801-126206Dallas, TX
Export (members)
Ranks #3,568 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$504.1M
Fund GAV
$504.1M
Private funds
2
Employees
13
Accounts
2
Location
Dallas, TX

Havencrest Capital Management, LLC assets under management

Havencrest Capital Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2022. It reports $504.1 million in regulatory assets under management and employs 13 people. Havencrest Capital Management, LLC manages 2 private funds with combined gross assets of $504.1 million, including Havencrest Healthcare Partners II, LP. By regulatory assets, it ranks 3,568 of 5,911 private fund managers.

Havencrest Capital Management, LLC private funds

2 funds · $504.1M GAV
FundTypeGross assetsMin.
Havencrest Healthcare Partners II, LPPrivate Equity$344.4M$250K
Havencrest Healthcare Partners, L.P.Private Equity$159.7M$100K

Havencrest Capital Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Chp Management Partners, LLCOwner10-25%2017
Christopher Walter Kersey ControlOwner50-75%2017
Hfi Partners, LLCOwner10-25%2017
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Frequently asked questions

How much does Havencrest Capital Management, LLC manage?

Havencrest Capital Management, LLC reports $504.1 million in regulatory assets under management on its Form ADV.

How many private funds does Havencrest Capital Management, LLC manage?

Havencrest Capital Management, LLC manages 2 private funds with combined gross assets of $504.1 million.

How many employees does Havencrest Capital Management, LLC have?

Havencrest Capital Management, LLC reports 13 employees.

Where is Havencrest Capital Management, LLC located?

Havencrest Capital Management, LLC is based in Dallas, TX and has been SEC-registered since 2022.

Does Havencrest Capital Management, LLC disclose fund performance?

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

Contact & registration

Address2100 McKinney Ave., Suite 1760, Dallas, TX 75201
Phone214-420-3492
Office hours9a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$504.1M
Non-discretionary$0
Total (RAUM)$504.1M

Service providers

Custodian
Administrator