AdvisorCensus / Financial advisors / Khaveen Investments
Khaveen Investments
Filed as KHAVEEN INVESTMENTS · Legal name Khaveen Investments SDN. BHD.
Khaveen Investments is an SEC-registered investment advisory firm in Kuala Lumpur, Wilayah Perseketuan, Malaysia, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Khaveen Investments compensated?
On its Form ADV (Item 5.E, October 2026), Khaveen Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.
How much does Khaveen Investments charge?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $125 an hour (Investment Advisors); Hourly rate: $65 an hour (Investment Analysts); Hourly rate: $25 an hour (Investment Interns). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Khaveen Investments located?
Khaveen Investments' principal office is in Kuala Lumpur, Wilayah Perseketuan, Malaysia, according to its Form ADV.
Is Khaveen Investments registered with the SEC or a state?
Khaveen Investments is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333688.
How much does Khaveen Investments manage?
Khaveen Investments reports $8,700,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (45% discretionary).
What types of clients does Khaveen Investments serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (14); corporations or other businesses not listed above (1).
Which custodians does Khaveen Investments use?
Khaveen Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.
Does Khaveen Investments 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/333688
What changed in Khaveen Investments' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $7,800,000 to $8,700,000 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AHourly rate: $125 an hour (Investment Advisors)
The brochure's wording
The Company’s standard hourly rate s are approximately $125 per hour for Investment Advisors, $65 per hour for Investment Analysts, and $25 per hour for Investment Interns.
Hourly rate: $65 an hour (Investment Analysts)
The brochure's wording
The Company’s standard hourly rate s are approximately $125 per hour for Investment Advisors, $65 per hour for Investment Analysts, and $25 per hour for Investment Interns.
Hourly rate: $25 an hour (Investment Interns)
The brochure's wording
The Company’s standard hourly rate s are approximately $125 per hour for Investment Advisors, $65 per hour for Investment Analysts, and $25 per hour for Investment Interns.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$8,700,000 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- 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
- Security ratings or pricing services
Registration and firm details
Items 1, 2, 5- Legal name
- Khaveen Investments SDN. BHD.
- Also doing business as
- KHAVEEN ASSET MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $7,800,000 to $8,700,000 (+12%).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Khaveen Investments (CRD 333688): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/khaveen-investments-kuala-lumpur-wilayah-perseketuan-333688