What departments does Haven Private have?

Haven Private has employees across 1 departments including Finance.

What is the largest department at Haven Private?

The largest department at Haven Private is Finance with 1 employees.

Where are Haven Private employees located globally?

Haven Private has employees across 1 continents and 1 countries including United States Of America.

How has Haven Private's team size changed over time?

Haven Private's team has remained stable from approximately 6 to 6 employees based on available data.

Haven Private Employee Directory

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.

Haven Private Global Highlights

North America
5

United States Of America
5

Haven Private's Leadership

M. A.
Ceo/Executive Managing Director, Founding Partner
Mobile Phone
Email
J. G.
Managing Director, Chief Investment Officer
Mobile Phone
Email
S. C.
Managing Director/Wealth Advisor
Mobile Phone
Email
T. P.
Director Of Client Services
Mobile Phone
Email
P. J. H.
Managing Director
Mobile Phone
Email

Haven Private Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Haven Private

Name

Title

Contact Info

Location

Last Update

J. G.
Managing Director, Chief Investment Officer
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
S. C.
Managing Director/Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Feb 19, 2026
T. P.
Director Of Client Services
Mobile Phone
Email
United StatesFlorida
Apr 16, 2026
P. J. H.
Managing Director
Mobile Phone
Email
United StatesFlorida
Feb 19, 2026
M. A.
Ceo/Executive Managing Director, Founding Partner
Mobile Phone
Email
United StatesFlorida
Feb 19, 2026

Frequently Asked Questions

What is Haven Private known for?

Haven Private was founded in 2022 operates in the Financial Services industry. Explore Haven Private's company overview page for more information.

What is Haven Private's most common email format?

Haven Private employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Haven Private email formats with LeadIQ.

How many employees does Haven Private have currently?

Haven Private has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Haven Private's key employees and leadership?

As of July 2026, Haven Private's key employees include:

Ceo/Executive Managing Director, Founding Partner: M. A.
Managing Director, Chief Investment Officer: J. G.
Managing Director/Wealth Advisor: S. C.
Director Of Client Services: T. P.
Managing Director: P. J. H.

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Haven Private Employee Directory

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