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Building 2HAVEN CAPITAL ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704-926-2018
NotebookSEC #801-135129
Total AUM
$5.4M
Employees
15
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15720 BRIXHAM HILL AVE
STE 300
CHARLOTTE
NC 28277
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
704-926-2018

ReceiptFinancials

Total AUM
$5.4M
Accounts
1
Discretionary
$5.4M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$5.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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