Insights

Scale-ready Growth Small SEC-registered IA with a recent $14M ETF stake signals growth potential; opportunity to deploy scalable tech tools (CRM, portfolio management, reporting) to support AUM expansion and more complex wealth strategies.

Secure Compliance Security-focused tech practices noted in their stack present a fit for cybersecurity, identity and access management, and regulated reporting solutions to strengthen client trust and regulatory readiness.

Municipal Focus Recent investment in Columbia Multi-Sector Municipal Income ETF indicates interest in fixed income and tax-efficient strategies; potential to offer fixed-income analytics, ETF onboarding, and risk metrics to attract institutional and UHNW clients.

Digital Growth Active online infrastructure suggests opportunities for marketing automation, website performance improvements, CRM integration, and digital lead generation to enhance client acquisition and onboarding.

Outsourcing Opportunity Small team size implies appetite for outsourced back-office, compliance monitoring, portfolio accounting, and operations support to scale service delivery efficiently.

Similar companies to Haven Private

Haven Private Tech Stack

Haven Private uses 8 technology products and services including Open Graph, Google Domains, Google Cloud DNS, and more. Explore Haven Private's tech stack below.

Open Graph
Content Management System
Google Domains
Domain Name Services
Google Cloud DNS
Domain Name Services
Element UI
Javascript Frameworks
Lightbox
Javascript Libraries
Priority Hints
Performance
HSTS
Security
X-Content-Type-Options
Web & Portal Technology

Media & News

Havenprivate invests into assets: stake in Columbia Multi-Sector Municipal Income ETF in the amount of $14M.
Haven Private LLC acquired a new stake in Columbia Multi-Sector Municipal Income ETF in the fourth quarter valued at approximately $13,951,000.
Apr 15, 2025 | slatersentinel.com

Haven Private's Email Address Formats

Haven Private uses at least 1 format(s):

Haven Private Email Formats	Example	Percentage
FLast@havenprivate.com	JDoe@havenprivate.com	92%
Last@havenprivate.com	Doe@havenprivate.com	8%

Frequently Asked Questions

What is Haven Private's official website and social media links?

Haven Private's official website is havenprivate.com and has social profiles on LinkedIn.

What is Haven Private's NAICS code?

Haven Private's NAICS code is 52 - Finance and Insurance.

How many employees does Haven Private have currently?

As of July 2026, Haven Private has approximately 7 employees across 1 continents, including North America. Key team members include Ceo/Executive Managing Director, Founding Partner: M. A.Managing Director, Chief Investment Officer: J. G.Managing Director/Wealth Advisor: S. C.. Explore Haven Private's employee directory with LeadIQ.

What industry does Haven Private belong to?

Haven Private operates in the Financial Services industry.

What technology does Haven Private use?

Haven Private's tech stack includes Open GraphGoogle DomainsGoogle Cloud DNSElement UILightboxPriority HintsHSTSX-Content-Type-Options.

What is Haven Private's email format?

Haven Private's email format typically follows the pattern of FLast@havenprivate.com. Find more Haven Private email formats with LeadIQ.

When was Haven Private founded?

Haven Private was founded in 2022.

Haven Private

Q: What is Haven Private's official website and social media links?

Haven Private's official website is havenprivate.com. Haven Private has social profiles on LinkedIn.

Q: How many employees does Haven Private have currently?

Haven Private has approximately 7 employees.

Q: What technology does Haven Private use?

Haven Private's tech stack includes Squarespace, Google Fonts API, JSON-LD, Open Graph, Google Domains.

Q: What is Haven Private's NAICS code?

Haven Private's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States2-10 Employees

Haven Private, LLC is an SEC-registered investment advisory firm operating in the financial services industry and headquartered in Central Florida. It serves a client base that includes individuals, families, businesses, and institutions. The firm is small in size, employing between 2 and 10 staff, and is located at 976 Lake Baldwin Lane, Suite 201, Orlando, Florida. Haven Private maintains a website at havenprivate.com. In 2025, the firm reported investments in the Columbia Multi-Sector Municipal Income ETF, including a stake valued at about $13.95 million in the fourth quarter and a broader stake of approximately $14 million. The company reports revenue in the range of $1 million to $10 million.