HAVENCREST CAPITAL MANAGEMENT, LLC

2100 Mckinney Ave.
Suite 1760
Dallas, Texas 75201
Tel: 214-420-3492

About HAVENCREST CAPITAL MANAGEMENT, LLC

HAVENCREST CAPITAL MANAGEMENT, LLC, formally registered with the SEC as HAVENCREST CAPITAL MANAGEMENT, LLC. The firm was established in 07/28/2022. They have over 1 offices throughout the country.

HAVENCREST CAPITAL MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $500,768,664 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287944
SEC#	801-126206
Assets Managed by Firm	$500,768,664
No. of Clients	2
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$500,768,664

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