| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Arya Hamid-Khani Control | Partner | 25-50% | 2021 |
| James Christopher Dance Control | Managing Member; Chief Compliance Officer | 50-75% | 2013 |
Havenshare Financial, LLC reports $668.2 million in regulatory assets under management on its Form ADV.
Havenshare Financial, LLC reports 3 employees.
Havenshare Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 214-562-3390 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $42.3M |
| Non-discretionary | $626M |
| Total (RAUM) | $668.2M |