Haven Private, LLC
● SEC registered since 2024CRD 329012SEC# 801-129272Orlando, FL
Reg. AUM
$428.1M
Employees
6
Accounts
684
Location
Orlando, FL
Haven Private, LLC assets under management
Haven Private, LLC is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2024. It reports $428.1 million in regulatory assets under management and employs 6 people.
Haven Private, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elevate IV, LLC Control | Managing Member | Over 75% | 2023 |
| Johnny Marion Gibson Control | Member & Chief Investment Officer | Under 5% | 2023 |
| Marc R Angle Control | Member & Chief Executive Officer | Under 5% | 2023 |
| Olh Capital, LLC | Member | 10-25% | 2023 |
| Paul Judson Hershiser Control | Member & Chief Operations Officer | Under 5% | 2023 |
| Stacey Lynel Cole Control | Member & Chief Compliance Officer | Under 5% | 2023 |
| Johnny Marion Gibson Control | Managing Member | 25-50% | 2022 |
| Marc R Angle Control | Managing Member | 25-50% | 2022 |
| Paul Judson Hershiser Control | Managing Member | Over 75% | 2023 |
| Stacey Lynel Cole Control | Managing Member | 25-50% | 2022 |
Frequently asked questions
How much does Haven Private, LLC manage?
Haven Private, LLC reports $428.1 million in regulatory assets under management on its Form ADV.
How many employees does Haven Private, LLC have?
Haven Private, LLC reports 6 employees.
Where is Haven Private, LLC located?
Haven Private, LLC is based in Orlando, FL and has been SEC-registered since 2024.
Does Haven Private, LLC disclose fund performance?
Haven Private, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814 |
| Phone | 321-329-8674 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$428.1M▲ 22%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$428.1Mregulatory AUM
Discretionary $428.1M