← Tributary

HAVEN ASSET MANAGEMENT (INTERVAL FUNDS) LLC

GREENWICH, CT · CRD 317239 · IAPD ↗ · 203-302-1700

$16.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
November 2024 — HAVEN ASSET MANAGEMENT (INTERVAL FUNDS) LLC (GREENWICH, CT) left the SEC roster (was $16.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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