Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Haven Private, LLC is a Florida-based boutique wealth management firm that provides comprehensive financial services to successful families, including investment advisory, estate planning, and risk management. Founded as an employee-owned company, it focuses on delivering customized financial solutions tailored to the unique needs of high-net-worth individuals and families.
Unlock mandates & allocation signals
See Haven Private's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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