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Havenshare Financial, LLC Overview
Type
Multi Family Office
Year Founded
2013
General Information
Havenshare Financial, LLC is a multi-family office headquartered in Dallas, United States. Founded in 2013, the firm traces its capital to founder James C. Dance’s career in private investments and earlier telecommunications transactions. Havenshare Financial advises affluent families on portfolio construction, asset allocation, risk management, and estate and tax planning, allocating capital across public securities, private equity, real estate, and alternative funds while coordinating broader family office services.
Contact Information
Year Founded:
2013
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Dallas, TX, United States
Portfolio & Notable Allocations
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