Haven Capital Advisors, Llc
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 338419
· SEC file 801-135129
· Charlotte, NC
· x.com
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ADV data as of Aug 18, 2026
- Regulatory AUM
- $5.4M
- Discretionary
- $5.4M
- Clients
- 1
- Avg AUM / client
- $5.4M
- Accounts
- 1
- Employees
- 15
AUM over time
$5.4M
$5.4M
Dec 9, 2025
Aug 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $5.4M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Mark De Haven | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 18, 2026.
View current Form ADV (SEC/IAPD) ↗