# Haveli Investment Management

Haveli Investment Management is a Private Equity based in Austin, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Assets under management:** Undisclosed
- **Website:** www.haveliinvestments.com
- **LinkedIn:** linkedin.com/company/haveli-investments

## Regulatory record

- **CRD number:** 316470
- **SEC file number:** 801-123111
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316470

## About

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.

## Sectors

- software and gaming

## People

- 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

## 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.

## Related profiles

- [Haute Capital Partners](https://altss.com/profile/haute-capital-partners)
- [Haven Capital Partners](https://altss.com/profile/haven-capital-partners)

---

Last updated: 2026-08-11T15:06:57.816Z

Canonical page: https://altss.com/profile/haveli-investment-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology