# Haven Private

Haven Private is a Multi Family Office based in Orlando, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Orlando, Florida, United States
- **Founded:** 2022
- **Assets under management:** $351M (Altss estimate)
- **Website:** havenprivate.com
- **LinkedIn:** https://www.linkedin.com/company/haven-private

## Regulatory record

- **CRD number:** 329012
- **SEC file number:** 801-129272
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329012

## About

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.

## Sectors

- PropTech
- Digital Health
- Healthcare Services
- Mobility & Transportation
- Energy Transition & Renewables
- InsurTech
- Real Estate
- Private Equity

## People

- Marc Angle — CEO, Executive Managing Director

## 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.

### 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.

## Related profiles

- [Clearwell Group](https://altss.com/profile/clearwell-group)
- [Alto Partners](https://altss.com/profile/alto-partners)

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

Canonical page: https://altss.com/profile/haven-private

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