Havenshare Financial, LLC
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, LLC
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.
General information
Firm type
Multi Family Office
Year founded
2013
AUM
—
Location
Region
North America
Country
—
City
Dallas
Corporate office
—
Frequently asked questions
What is Havenshare Financial, LLC?
Havenshare Financial, LLC is a multi family office headquartered in Dallas.
When was Havenshare Financial, LLC founded?
Havenshare Financial, LLC was founded in 2013.
Where is Havenshare Financial, LLC headquartered?
Havenshare Financial, LLC is headquartered in Dallas, in the North America region.
What does Altss track for Havenshare Financial, LLC?
Altss maintains an OSINT-verified profile of Havenshare Financial, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Havenshare Financial, LLC?
Havenshare Financial, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Havenshare Financial, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Havenshare Financial, LLC?
Havenshare Financial, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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