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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.

Find Haven Private employees' phone numbers or email addresses

Haven Private Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Haven Private's Leadership

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

Haven Private Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Haven Private

Name
Title
Contact
Location
Last Update
  • Managing Director, Chief Investment Officer at Haven Private
    J. G.
    Managing Director, Chief Investment Officer
    Mobile Phone
    United States, Florida
    Apr 15, 2026
  • Managing Director/Wealth Advisor at Haven Private
    S. C.
    Managing Director/Wealth Advisor
    Mobile Phone
    United States, Florida
    Feb 19, 2026
  • Director Of Client Services at Haven Private
    T. P.
    Director Of Client Services
    Mobile Phone
    United States, Florida
    Apr 16, 2026
  • Managing Director at Haven Private
    P. J. H.
    Managing Director
    Mobile Phone
    United States, Florida
    Feb 19, 2026
  • Ceo/Executive Managing Director, Founding Partner at Haven Private
    M. A.
    Ceo/Executive Managing Director, Founding Partner
    Mobile Phone
    United States, Florida
    Feb 19, 2026

Frequently Asked Questions

What is Haven Private known for?

Minus sign iconPlus sign iconHaven Private was founded in 2022 and 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?

Minus sign iconPlus sign iconHaven Private employees' email format typically follows the pattern of FLast@havenprivate.com. 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?

Minus sign iconPlus sign iconHaven Private has approximately 7 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Haven Private's key employees and leadership?

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As of September 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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