{
  "crd_number": 333688,
  "slug": "khaveen-investments-kuala-lumpur-wilayah-perseketuan-333688",
  "primary_business_name": "KHAVEEN INVESTMENTS",
  "legal_name": "KHAVEEN INVESTMENTS SDN. BHD.",
  "dbas": [
    "KHAVEEN ASSET MANAGEMENT"
  ],
  "city": "Kuala Lumpur, Wilayah Perseketuan",
  "state": null,
  "country": "Malaysia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-09-29",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 8700000.0,
  "raum_discretionary": 3900000.0,
  "raum_non_discretionary": 4800000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 8560000.0,
      "count": 14
    },
    "corporations_other_businesses": {
      "raum": 140000.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "security_ratings_pricing"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://khaveen.com",
    "https://linkedin.com/company/khaveen",
    "https://seekingalpha.com/author/khaveen-investments"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333688",
  "city_as_filed": "KUALA LUMPUR, WILAYAH PERSEKETUAN",
  "url": "https://advisorcensus.com/firm/khaveen-investments-kuala-lumpur-wilayah-perseketuan-333688",
  "display_name": "Khaveen Investments",
  "summary": "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.",
  "citation": "AdvisorCensus. Khaveen Investments (CRD 333688): 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",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Khaveen Investments compensated?",
      "a": "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."
    },
    {
      "q": "How much does Khaveen Investments charge?",
      "a": "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."
    },
    {
      "q": "Where is Khaveen Investments located?",
      "a": "Khaveen Investments' principal office is in Kuala Lumpur, Wilayah Perseketuan, Malaysia, according to its Form ADV."
    },
    {
      "q": "Is Khaveen Investments registered with the SEC or a state?",
      "a": "Khaveen Investments is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333688."
    },
    {
      "q": "How much does Khaveen Investments manage?",
      "a": "Khaveen Investments reports $8,700,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (45% discretionary)."
    },
    {
      "q": "What types of clients does Khaveen Investments serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Khaveen Investments use?",
      "a": "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."
    },
    {
      "q": "Does Khaveen Investments 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/333688"
    },
    {
      "q": "What changed in Khaveen Investments' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $7,800,000 to $8,700,000 (+12%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $7,800,000 to $8,700,000 (+12%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $125 an hour (Investment Advisors)",
      "Hourly rate: $65 an hour (Investment Analysts)",
      "Hourly rate: $25 an hour (Investment Interns)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 an hour (Investment Advisors)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $65 an hour (Investment Analysts)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $25 an hour (Investment Interns)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 125.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Investment Advisors"
        },
        {
          "kind": "hourly",
          "amount": 65.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Investment Analysts"
        },
        {
          "kind": "hourly",
          "amount": 25.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Investment Interns"
        }
      ]
    },
    "quotes": [
      "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.",
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "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/khaveen-investments-kuala-lumpur-wilayah-perseketuan-333688.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 8560000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 140000.0
    }
  ],
  "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/333688",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}