First Haven Capital

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.

North Haven Capital is a Northeast-based multi-family office backed private investment group specializing in lower middle market family and owner-operator businesses. They primarily invest in Business Services, Manufacturing, Healthcare, Distribution, and Logistics sectors through control acquisitions and strategic partnerships.

Turtle Creek Wealth Advisors, a Texas-based boutique multi-family office with offices in Dallas, Austin, San Antonio, and Houston, provides customized investment advisory, tax and estate planning, and family office services. They invest across private equity, real estate, oil and gas, healthcare, and ranching sectors, emphasizing direct partnerships and comprehensive asset management.

Harbor Town Capital, a Dallas-based family office founded in 2025, invests across real estate acquisition and development with value-add and opportunistic strategies, energy producing oil assets, private credit placements, and direct private business investments, led by experienced industry partners.

Turtle Holdings is a Canadian family investment company based in Mississauga, Ontario. It invests with a long-term horizon in stable, profitable North American businesses across services, manufacturing, industrials, and logistics sectors, supporting business growth and succession.

Institutional investor. based in Dallas United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Public Equity, Real Estate. Geographic focus: North America. Sectors: office. Active real asset investor