# Khaveen Investments

> 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.

- CRD: 333688
- Filed as: KHAVEEN INVESTMENTS
- Legal name: Khaveen Investments SDN. BHD.
- Also doing business as: KHAVEEN ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kuala Lumpur, Wilayah Perseketuan, Malaysia
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333688
- AdvisorCensus page: https://advisorcensus.com/firm/khaveen-investments-kuala-lumpur-wilayah-perseketuan-333688

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Hourly rate: $125 an hour (Investment Advisors)

> 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 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 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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: $8,700,000
- Discretionary: $3,900,000
- Non-discretionary: $4,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 14 | $8,560,000 |
| Corporations or other businesses not listed above | 1 | $140,000 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [khaveen.com](https://khaveen.com)
- [seekingalpha.com/author/khaveen-investments](https://seekingalpha.com/author/khaveen-investments)
- LinkedIn @khaveen

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Khaveen Investments (CRD 333688): Form ADV filing data as of October 2026.