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CLEAR HAVEN CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 149165 · IAPD ↗ · 332-240-0416

$2.18BRegulatory AUM
6Advisory reps
16Employees
0Clients
n/aPlanning clients
7Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — CLEAR HAVEN CAPITAL MANAGEMENT, LLC reported RAUM up 82% ($1.20B -> $2.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — CLEAR HAVEN CAPITAL MANAGEMENT, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — CLEAR HAVEN CAPITAL MANAGEMENT, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — CLEAR HAVEN CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($485.8M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2024 — CLEAR HAVEN CAPITAL MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — CLEAR HAVEN CAPITAL MANAGEMENT, LLC reported RAUM up 98% ($245.6M -> $485.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.