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HAVERSTOCK CAPITAL LLP

LONDON, United Kingdom · CRD 340312 · IAPD ↗ · 44(0) 20 8264 9521

$139.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
July 2026 — HAVERSTOCK CAPITAL LLP reported RAUM up 86% ($75.0M -> $139.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — HAVERSTOCK CAPITAL LLP (LONDON, United Kingdom) is newly SEC-registered with $75.0M 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.