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Building 2HAVENCREST CAPITAL MANAGEMENT, LLC

Map pinDALLAS, TX
Phone214-420-3492
NotebookSEC #801-126206
Total AUM
$450.7M
Employees
14
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 MCKINNEY AVE.
SUITE 1760
DALLAS
TX 75201
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
214-420-3492

ReceiptFinancials

Total AUM
$450.7M
Accounts
2
Discretionary
$450.7M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$450.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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