# Havencrest Capital Management

Havencrest Capital Management is a Private Equity based in Dallas, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.havencrest.com
- **LinkedIn:** https://www.linkedin.com/company/havencrest-capital-management

## Regulatory record

- **CRD number:** 287944
- **SEC file number:** 801-126206
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287944

## About

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.

## Sectors

- Healthcare Services

## 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.

## Related profiles

- [Haven Capital Partners](https://altss.com/profile/haven-capital-partners)
- [Havenrock](https://altss.com/profile/havenrock)

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Last updated: 2026-06-03T20:00:00.000Z

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