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Haven Capital Group
Haven Capital Group is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 149641, SEC file 801-130171), with its main...
Overview
Haven Capital Group is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 149641, SEC file 801-130171), with its main office in Westlake Village, California. Its Form ADV filed on 31 March 2026 reports $143.9M in regulatory assets under management across 125 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$143.9M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
Westlake Village, CA, United States
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