Haven Holdings Inc.

Haven Holdings Inc. is an SEC-registered investment adviser in Atlanta, GA, registered since 2021. The firm manages approximately $1.4 billion in regulatory...

Haven Holdings Inc.

Haven Holdings Inc. is an SEC-registered investment adviser in Atlanta, GA, registered since 2021. The firm manages approximately $1.4 billion in regulatory assets. It has 4 employees and 3 investment advisers.

General information

Firm type

RIA

Year founded

2024

Location

Region

Latin America

Country

United States

City

Atlanta

Corporate office

San Juan, Puerto Rico, United States

Under what tax regime does Haven Holdings operate in Puerto Rico?

The firm benefits from Puerto Rico's Act 60 (formerly Acts 20 and 22), which exempts passive investment income from local taxation and provides a 4% corporate tax rate on eligible service exports. This regime was designed to attract capital and residency to the island.

Does Haven Holdings invest in private markets directly?

Public information is unavailable. Family offices in Puerto Rico often participate in direct real estate deals on the island and through venture or growth capital commitments in mainland US markets, but no specific activity has been confirmed for Haven Holdings.

How large is the team at Haven Holdings?

Team size has not been disclosed. The firm has no visible web presence or LinkedIn profile, limiting external understanding of its organizational structure.

What investment sectors does Haven Holdings target?

No sector preferences are publicly documented. Given the firm's Puerto Rico base, local real estate and broad multi-asset class exposure are plausible but unconfirmed.

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