Havenshare Financial, LLC
Havenshare Financial, LLC is an SEC-registered ria with $670.5M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Havenshare Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167236, SEC 801-88172, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $670.5M (2026-04-01)
- Firm type
- Ria
- Employees
- 3
- Clients
- 7
- CRD
- 167236
- Ownership
- DANCE, JAMES, CHRISTOPHER; HAMID-KHANI, BENJAMIN, Arya
How much AUM does Havenshare Financial, LLC have?
Havenshare Financial, LLC reported $670.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Havenshare Financial, LLC?
Disclosed owners and executives of Havenshare Financial, LLC include DANCE, JAMES, CHRISTOPHER, HAMID-KHANI, BENJAMIN, Arya. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.