Havencrest Capital Management, LLC
Havencrest Capital Management, LLC is an SEC-registered asset manager in Dallas, TX with $450.7M assets under management (AUM, regulatory AUM), -11% over one year. See who owns Havencrest Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287944, SEC 801-126206, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $450.7M (2026-05-15)
- Firm type
- Asset Manager
- Location
- Dallas, TX
- Employees
- 14
- Clients
- 2
- CRD
- 287944
- Ownership
- HFI PARTNERS, LLC; HERSH, KENNETH, ASHER; HERSH, JULIE, K; SHOFNER, MATT, DAVID; KERSEY, CHRISTOPHER, WALTER
How much AUM does Havencrest Capital Management, LLC have?
Havencrest Capital Management, LLC reported $450.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Havencrest Capital Management, LLC?
Disclosed owners and executives of Havencrest Capital Management, LLC include HFI PARTNERS, LLC, HERSH, KENNETH, ASHER, HERSH, JULIE, K, SHOFNER, MATT, DAVID, KERSEY, CHRISTOPHER, WALTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.