Multi-Family OfficeRIA · CRD 329012SEC-Registered

Updated:

Haven Private

Haven Private began operations in 2022 under founding partners Marc Angle and Benjamin Gordon. The firm provides integrated wealth management to client...

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Haven Private

Haven Private began operations in 2022 under founding partners Marc Angle and Benjamin Gordon. The firm provides integrated wealth management to client families without a single disclosed source of originating capital. Investment activity spans buyout and growth stages across North America and Asia. Allocations include direct co-investments, SPVs, private equity, real estate, infrastructure, private credit, hedge funds, and secondaries. Holdings comprise Grayscale Bitcoin Trust, Grayscale Ethereum Trust, Grayscale Ethereum Mini Trust, and Fidelity Wise Origin Bitcoin Fund. The firm avoids in-house funds and selects external platforms based on service quality. The team remains small and Orlando-centric with no additional offices disclosed. Marc Angle previously worked at Fieldpoint Private Securities and Bank of America Private Bank after service as a U.S. Army Blackhawk pilot. Network ties include YPO membership held by Vishaal Gupta and board roles at the Orlando Police Foundation. Employee ownership removes conflicts typical of larger platforms and ties compensation directly to client outcomes rather than product sales.

General information

Firm type

Multi Family Office

Year founded

2022

Location

Region

North America

Country

United States

City

Orlando

Corporate office

Orlando, Florida, United States

Principals

Marc Angle

CEO, Executive Managing Director

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

PropTechDigital HealthHealthcare ServicesMobility & TransportationEnergy Transition & RenewablesInsurTechReal EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Haven Private?

Marc Angle serves as CEO and leads client advisory. Benjamin Gordon is listed as founder and signatory. Decisions flow through the employee-owned entity without external product pressure.

Does Haven Private participate in fund commitments or only direct deals?

The firm uses both direct co-investments via SPVs and allocations to external hedge funds, private equity, and real estate vehicles. No proprietary fund vehicles are disclosed.

Where does the underlying wealth come from?

No single family or corporate source is publicly identified. The client base includes entrepreneurs, executives, entertainers, and athletes served on an open-architecture basis.

What investment stages does Haven Private typically target?

Confirmed activity covers buyout and growth equity. Positions also appear in digital asset trusts and real estate holdings.

How is Haven Private related to philanthropic structures?

Marc Angle and network partner Vishaal Gupta hold board or membership ties to the Orlando Police Foundation and Orange County Sheriff's Foundation. No dedicated family foundation is disclosed.

Profile maintained by 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.

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