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HAVELI INVESTMENT MANAGEMENT LLC
405 Colorado Street
Suite 1600
Austin, Texas 78701
Tel: 512-987-7314
About HAVELI INVESTMENT MANAGEMENT LLC
HAVELI INVESTMENT MANAGEMENT LLC, formally registered with the SEC as HAVELI INVESTMENT MANAGEMENT LLC. The firm was established in 01/24/2022. They have over 1 offices throughout the country.
HAVELI INVESTMENT MANAGEMENT LLC is a Austin, Texas based Financial Planning firm with nearly $2,690,545,342 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316470 |
| SEC# | 801-123111 |
| Assets Managed by Firm | $2,690,545,342 |
| No. of Clients | 5 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $2,690,545,342 |
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