Updated:
Haveli Investment Management
Haveli Investments is an Austin-based private equity firm committed to differentiated investing in the technology industry. It invests in high quality...
Haveli Investment Management
Haveli Investments is an Austin-based private equity firm committed to differentiated investing in the technology industry. It invests in high quality technology companies with a focus on software and gaming, partnering with strong, established companies that have well-positioned products and transformational growth potential. Its team provides operational and strategic support to help portfolio companies drive innovation and accelerate growth.
General information
Firm type
Private Equity
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Principals
Ian Loring
Senior Managing Director, Executive Chair
Brian Sheth
Chief Investment Officer
Jason Mathews
Chief Operating Officer
Nora Turek Cappellini
Chief Financial Officer
Ira Cohen
Senior Managing Director
Ophir Lupu
Senior Managing Director
Sumit Pande
Senior Managing Director
Sandeep Swaminathan
Senior Managing Director
Marissa Tarleton
Senior Managing Director
Kristin Weston
Senior Managing Director
Lucas Joppa
Senior Managing Director, Chief Sustainability Officer
Alex Capretta
Managing Director
Afaf Ibraheem Warren
Managing Director
Monty Kerr
Managing Director
William Marble
Managing Director, Portfolio Manager
Della Richardson
Chief Compliance Officer, Deputy General Counsel
Raul Planas
Chief Information Officer
Chuck Mills
Chief Talent Officer
Lisa Lutton
Head of Human Resources
Demetri Detsaridis
Operating Partner
Nicole Lewis
Operating Partner
Sector focus
Frequently asked questions
What is Haveli Investment Management's investment strategy?
The firm's stated strategy covers buyout, growth equity, recapitalization, and venture investing — a generalist private equity mandate. It does not publicly disclose sector concentration, stage preference, or geographic limits beyond its Austin headquarters. No named portfolio companies or fund structures have been made public, making the practical application of this strategy unverifiable from outside sources.
Who runs Haveli Investment Management?
No principals, founders, or investment committee members are named on the firm's website or in any public filing. The leadership structure — whether it is a single managing partner, a family vehicle, or a team — is not disclosed. This absence of a public-facing operator distinguishes it from most peers in the Austin private equity landscape.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: