National Retirement Planning Experts

National Coverage
Local Professionals

HAUN VENTURES MANAGEMENT LP

1259 El Camino Real #418
Menlo Park, California 94025
Tel: (650) 204-1322

Need a Financial Advisor?
Compare Vetted Advisors

About HAUN VENTURES MANAGEMENT LP

HAUN VENTURES MANAGEMENT LP, formally registered with the SEC as HAUN VENTURES MANAGEMENT LP. The firm was established in 07/24/2023. They have over 1 offices throughout the country.

HAUN VENTURES MANAGEMENT LP is a Menlo Park, California based Financial Planning firm with nearly $1,519,567,031 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#318409
SEC#801-128398
Assets Managed by Firm$1,519,567,031
No. of Clients4
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$1,519,567,031

More Retirement Planning firms in Menlo Park, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in Menlo Park, California