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TRUEHAVEN CAPITAL
FRANKLIN, TN
210-260-8668
SEC #801-130726Total AUM
$62.3M
Employees
2Clients
28Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1201 LIBERTY PIKE
SUITE 229 #1013
FRANKLIN
TN 37067
United States
SUITE 229 #1013
FRANKLIN
TN 37067
United States
Operating Hours
9 - 5
BY APPT ONLY
BY APPT ONLY
Phone
210-260-8668
Other Offices
1
Financials
Total AUM
$62.3M
Accounts
89Discretionary
$42.4M
Accounts
71Non-Discretionary
$19.9M
Accounts
18
Clients
Individual Clients
9AUM
$1.3M
HNW Individual Clients
10AUM
$51.8M
Pooled Vehicle Clients
3AUM
$191K
Investment Advisor Clients
2AUM
$2.4M
Corporation or Business Clients
4AUM
$6.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
PRTNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.