# Haven Global Partners, LLC

> 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.

- CRD: 289472
- Filed as: HAVEN GLOBAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289472
- AdvisorCensus page: https://advisorcensus.com/firm/haven-global-partners-llc-atlanta-ga-289472

## Quick answers

**How is Haven Global Partners, LLC compensated?**
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.

**Where is Haven Global Partners, LLC located?**
Haven Global Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Haven Global Partners, LLC registered with the SEC or a state?**
Haven Global Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 289472.

**How much does Haven Global Partners, LLC manage?**
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).

**How have Haven Global Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Haven Global Partners, LLC serve?**
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).

**Which custodians does Haven Global Partners, LLC use?**
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.

**Does Haven Global Partners, LLC report any disciplinary disclosures?**
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

**What changed in Haven Global Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,190,270,413 to $1,445,414,430 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- J. P. Morgan
- State Street Bank and Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,445,414,430
- Discretionary: $1,445,414,430
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $31,971,669 |
| Charitable organizations | Fewer than 5 | $79,060,808 |
| State or municipal government entities (including government pension plans) | 19 | $1,320,283,177 |
| Other | Fewer than 5 | $14,098,776 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- havengp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $167,727,437 | 4 | March 1, 2021 |
| October 2022 | $194,428,195 | 4 | March 3, 2022 |
| October 2023 | $226,107,356 | 4 | February 27, 2023 |
| October 2024 | $893,614,128 | 4 | March 23, 2024 |
| October 2025 | $1,190,270,413 | 4 | February 15, 2025 |
| October 2026 | $1,445,414,430 | 4 | May 6, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,190,270,413 to $1,445,414,430 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haven Global Partners, LLC (CRD 289472): Form ADV filing data as of October 2026.