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Building 2BLUE HAVEN CAPITAL, LLC

Map pinGENEVA, IL
Phone630-588-3800
NotebookSEC #801-135021
Total AUM
$121.5M
Employees
2
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
312 WEST STATE STREET
SUITE 112
GENEVA
IL 60134
United States
Operating Hours
8:30AM TO 4:00PM
Monday - Friday
Phone
630-588-3800

ReceiptFinancials

Total AUM
$121.5M
Accounts
376
Discretionary
$113M
Accounts
363
Non-Discretionary
$8.5M
Accounts
13

ContactClients

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Individual Clients
166
AUM
$43.4M
HNW Individual Clients
39
AUM
$77M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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