Updated:
Havencrest Capital Management
Havencrest Capital Management is an SEC-registered investment adviser in Dallas, TX, established in 2022. The firm oversees $451 million in assets.
Havencrest Capital Management
Havencrest Capital Management is an SEC-registered investment adviser in Dallas, TX, established in 2022. The firm oversees $451 million in assets. It employs 14 staff members, including 9 investment advisers.
General information
Firm type
Private Equity
Year founded
2018
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Sector focus
Frequently asked questions
What is Havencrest Capital Management's investment strategy?
Havencrest pursues control-equity buyouts in the lower middle market, concentrating on healthcare services companies. The firm targets founder-owned businesses in regulatory-heavy segments like outsourced clinical services and specialty physician practices. Its strategy emphasizes operational scale and compliance infrastructure as primary value-creation levers rather than financial engineering.
What is Havencrest Capital Management's known posture on co-investments?
There is no public record of Havencrest's co-investment posture or any disclosed partner relationships. Lower-middle-market specialists in regulated healthcare often syndicate selectively with like-minded funds that bring operational expertise, but no specific co-investors have been named publicly in Havencrest's deals.
Profile maintained by Altss 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.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: