49
Haven Capital Advisors, LLC registers with NC (Charlotte, NC)
New state-registered adviser · CRD 338419 · 801-135129 · effective 2026-08-11
Effective 2026-08-11. 15 employees (2 advisory), $5M regulatory AUM across 1 accounts. Advises private funds. Limited Liability Company (NC).
Advises private funds10+ employeesHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance