Clear Haven Capital Management

Managing Partner and CIO Mark Simmer leads investment decisions. Alex Bashan, Partner and Head of Public Credit, oversees the public structured-product portfolio. The deliberate bifurcation between the private credit and public securities strategies allows each to benefit from dedicated leadership while sharing the same underlying specialty-finance domain expertise.

Clear Haven originates private transactions directly with specialty-finance founders and management teams, providing balance-sheet solutions across growth stages. The firm's public-side trading desk independently screens structured-product markets for mispriced ABS, RMBS, and CLO exposures. This dual-channel model means origination does not depend on a single intermediary or banking relationship.

Clear Haven is not a single-family office. It operates as an investment advisor that manages capital for individuals, family offices, and institutional investors, with an additional dedicated insurance-solutions practice. The firm's own marketing frames the structure as an asset manager, not a proprietary family-wealth vehicle.

Clear Haven primarily structures direct transactions — senior secured term loans, credit facilities, forward-flow agreements, and portfolio purchases — rather than committing to third-party managed funds. On the public side, it invests directly across the capital structure of securitizations. The firm does not present itself as a fund-of-funds allocator.

The firm describes itself as a full-lifecycle capital provider, engaging with specialty-finance platforms from seed-stage origination through securitization. Portfolio companies such as Rain (earned-wage access) and Finally (accounting automation) suggest an appetite for growth-stage fintechs that generate recurring receivable-based cash flows suitable for structured financing.

Publicly available information does not indicate a parent entity, predecessor firm, or spinout. Mark Simmer founded the firm in 2019, and the current leadership roster shows no disclosed affiliation with another investment platform. The firm's independence is consistent with a founder-led asset manager built around a niche credit strategy.

Clear Haven tailors investment-grade asset-backed credit strategies to meet insurance clients' duration, liquidity, capital, and jurisdictional constraints. The practice appears operationally integrated with the broader platform rather than operated through a separate regulated entity, though the firm has not publicly detailed the specific regulatory or vehicle structure used for insurance mandates.