# Haven Financial Partners

Haven Financial Partners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 336748
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336748

## About

HAVEN FINANCIAL PARTNERS LLC is a state-registered investment adviser in VIRGINIA BEACH, VA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Haven Financial Partners?

No principals or investment officers have been publicly identified for the firm. The management team is not disclosed in any public records or official communications.

### How does Haven Financial Partners source proprietary deal flow?

No sourcing methodology or deal flow process has been described in any public medium. The firm does not appear to have a public marketing presence or institutional allocator outreach.

### Does Haven Financial Partners participate in fund commitments or only direct deals?

No information has been publicly released regarding the firm's investment approach—whether through external fund subscriptions, direct investments, co-investments, or secondaries purchases.

### What investment stages does the firm typically target?

Investment stage preferences, if any, are not disclosed. The firm has not publicly listed target asset classes, fund structures, or stage focus areas.

## Related profiles

- [Auchincloss and Lawrence Inc.](https://altss.com/profile/auchincloss-and-lawrence-inc)
- [Lockstep Partners Management, LLC](https://altss.com/profile/lockstep-partners-management-llc)

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Last updated: 2026-07-06T01:24:17.946Z

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