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HAVENCREST CAPITAL MANAGEMENT, LLC

DALLAS, TX · CRD 287944 · IAPD ↗ · 214-420-3492

$450.7MRegulatory AUM
9Advisory reps
14Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2024 — HAVENCREST CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($495.0M -> $500.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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