Haven Private
Haven Private is an SEC-registered wealth manager in Orlando, FL with $428.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Haven Private: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329012, SEC 801-129272, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $428.1M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Orlando, FL
- Employees
- 6
- Clients
- 186
- CRD
- 329012
- Ownership
- OLH CAPITAL, LLC; GIBSON, JOHNNY, MARION; ELEVATE IV, LLC; ANGLE, MARC, R; COLE, STACEY, LYNEL
How much AUM does Haven Private have?
Haven Private reported $428.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Haven Private?
Disclosed owners and executives of Haven Private include OLH CAPITAL, LLC, GIBSON, JOHNNY, MARION, ELEVATE IV, LLC, ANGLE, MARC, R, COLE, STACEY, LYNEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.