{
  "crd_number": 329012,
  "slug": "haven-private-orlando-fl-329012",
  "primary_business_name": "HAVEN PRIVATE",
  "legal_name": "HAVEN PRIVATE, LLC",
  "dbas": [],
  "city": "Orlando",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-02",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-24",
  "carried_forward": false,
  "raum_total": 428078706.0,
  "raum_discretionary": 428078706.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 23699192.0,
      "count": 89
    },
    "high_net_worth_individuals": {
      "raum": 381832045.0,
      "count": 90
    },
    "corporations_other_businesses": {
      "raum": 22547469.0,
      "count": 7
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "LA",
    "NC",
    "NY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://havenprivate.com",
    "https://linkedin.com/company/haven-private"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329012",
  "city_as_filed": "ORLANDO",
  "url": "https://advisorcensus.com/firm/haven-private-orlando-fl-329012",
  "display_name": "Haven Private",
  "summary": "Haven Private is an SEC-registered investment advisory firm in Orlando, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.",
  "citation": "AdvisorCensus. Haven Private (CRD 329012): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Haven Private compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Haven Private reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Haven Private located?",
      "a": "Haven Private's principal office is in Orlando, FL, according to its Form ADV."
    },
    {
      "q": "Is Haven Private registered with the SEC or a state?",
      "a": "Haven Private is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329012."
    },
    {
      "q": "How much does Haven Private manage?",
      "a": "Haven Private reports $428,078,706 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Haven Private's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Haven Private: Regulatory assets under management: $319,740,017 in the October 2024 data and $428,078,706 in the October 2026 data, up 34%. Total employees: 5 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Haven Private serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (90); individuals (other than high net worth individuals) (89); corporations or other businesses not listed above (7)."
    },
    {
      "q": "Which custodians does Haven Private use?",
      "a": "Haven Private's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Haven Private 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/329012"
    },
    {
      "q": "Does Haven Private state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 24, 2026 says: \"We do not require a minimum account size to open a portfolio management account.\""
    },
    {
      "q": "What changed in Haven Private's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $351,447,522 to $428,078,706 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 319740017.0,
      "total_employees": 5,
      "filing_date": "2024-05-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 351447522.0,
      "total_employees": 6,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 428078706.0,
      "total_employees": 6,
      "filing_date": "2026-04-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $351,447,522 to $428,078,706 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not require a minimum account size to open a portfolio management account."
        ]
      }
    ],
    "quotes": [
      "We do not require a minimum account size to open a portfolio management account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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-private-orlando-fl-329012.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 89,
      "fewer_than_5": false,
      "raum": 23699192.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 381832045.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 22547469.0
    }
  ],
  "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/329012",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}