{
  "crd_number": 289472,
  "slug": "haven-global-partners-llc-atlanta-ga-289472",
  "primary_business_name": "HAVEN GLOBAL PARTNERS, LLC",
  "legal_name": "HAVEN GLOBAL PARTNERS, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-06",
  "carried_forward": false,
  "raum_total": 1445414430.0,
  "raum_discretionary": 1445414430.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 14098776.0,
      "count": null,
      "description": "NON-PROFIT, TRUST, HGP EMPLOYEE",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 79060808.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 1320283177.0,
      "count": 19
    },
    "pooled_investment_vehicles": {
      "raum": 31971669.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://havengp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289472",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/haven-global-partners-llc-atlanta-ga-289472",
  "display_name": "Haven Global Partners, LLC",
  "summary": "Haven Global Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 6, 2026.",
  "citation": "AdvisorCensus. Haven Global Partners, LLC (CRD 289472): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Haven Global Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Haven Global Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Haven Global Partners, LLC located?",
      "a": "Haven Global Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Haven Global Partners, LLC registered with the SEC or a state?",
      "a": "Haven Global Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 289472."
    },
    {
      "q": "How much does Haven Global Partners, LLC manage?",
      "a": "Haven Global Partners, LLC reports $1,445,414,430 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Haven Global Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Haven Global Partners, LLC: Regulatory assets under management: $167,727,437 in the October 2021 data and $1,445,414,430 in the October 2026 data, up 762%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Haven Global Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (19); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Haven Global Partners, LLC use?",
      "a": "Haven Global Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, J. P. Morgan and State Street Bank and Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Haven Global Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289472"
    },
    {
      "q": "What changed in Haven Global Partners, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $1,190,270,413 to $1,445,414,430 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 167727437.0,
      "total_employees": 4,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 194428195.0,
      "total_employees": 4,
      "filing_date": "2022-03-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 226107356.0,
      "total_employees": 4,
      "filing_date": "2023-02-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 893614128.0,
      "total_employees": 4,
      "filing_date": "2024-03-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1190270413.0,
      "total_employees": 4,
      "filing_date": "2025-02-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1445414430.0,
      "total_employees": 4,
      "filing_date": "2026-05-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $1,190,270,413 to $1,445,414,430 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "J. P. Morgan",
      "name_as_filed": "J. P. MORGAN",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust",
      "name_as_filed": "STATE STREET BANK AND TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/haven-global-partners-llc-atlanta-ga-289472.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 31971669.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 79060808.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 1320283177.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 14098776.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289472",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}