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KHAVEEN INVESTMENTS

KUALA LUMPUR, WILAYAH PERSEKETUAN, Malaysia · CRD 333688 · IAPD ↗ · 60321819701

$8.7MRegulatory AUM
3Advisory reps
3Employees
6Clients
1-10Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

65
December 2025 — KHAVEEN INVESTMENTS (KUALA LUMPUR, WILAYAH PERSEKETUAN, Malaysia) is newly SEC-registered with $7.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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