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BOLDHAVEN MANAGEMENT

LONDON, United Kingdom · CRD 304300 · IAPD ↗ · boldhaven.com · +4402080174510

$1.97BRegulatory AUM
5Advisory reps
12Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

37
July 2026 — BOLDHAVEN MANAGEMENT reported RAUM up 40% ($1.41B -> $1.97B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2025 — BOLDHAVEN MANAGEMENT crossed $1B in regulatory AUM ($835.2M -> $1.41B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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