Verified 10 Nov 2026
Haven Private
Haven Private, LLC is an employee-owned multi-family office in Orlando, Florida, whose clients include entrepreneurs, auto dealers, executives, entertainers and athletes. Its staff bring experience in private banking, investment management and estate and tax planning, and it files 13F-HR holdings reports with the SEC, the latest on 27 October 2026. Its Form ADV filed on 24 April 2026 reported $428 million in regulatory assets for 90 clients.
- Type
- Multi-family office
- Location
- Orlando, Florida, United States
- Sectors
- Public equities
- Fund size / AUM
- $428M regulatory AUM (Form ADV, filed 2026-04-24)
- Latest fund or filing
- 24 Apr 2026
- Website
- www.havenprivate.com
Contacts on file
For Haven Private, the paid file holds: 1 named decision-maker with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/329012
- reports.adviserinfo.sec.gov/reports/ADV/329012/PDF/329012.pdf
- www.havenprivate.com
- www.havenprivate.com/
- www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2053665
- www.sec.gov/Archives/edgar/data/2053665/000170581926000083/
Last checked 10 Nov 2026. Is something wrong? Tell us.