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HAVEN GLOBAL PARTNERS, LLC

ATLANTA, GA · CRD 289472 · IAPD ↗ · havengp.com · 470-355-2434

$1.45BRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
December 2025 — HAVEN GLOBAL PARTNERS, LLC now reports custody of client assets ($27.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
December 2025 — HAVEN GLOBAL PARTNERS, LLC now reports 1 private fund(s) ($27.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
March 2025 — HAVEN GLOBAL PARTNERS, LLC crossed $1B in regulatory AUM ($893.6M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
February 2024 — HAVEN GLOBAL PARTNERS, LLC crossed $500M in regulatory AUM ($226.1M -> $893.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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