SourcingSourcing

HAVEN GLOBAL PARTNERS, LLC

C50
CRD 289472·SEC 801-120377·ATLANTA, GA
AUM
$1.45B
$1B+
Est. Revenue
$14.5M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HAVEN GLOBAL PARTNERS, LLC
CRD
289472
SEC file #
801-120377
EIN
822571906
DBA names
—

Economics

AUM
$1.45B
AUM band
$1B+
AUM trajectory
'22'26
$167.7M → $1.45B▲ +762%
Client mix
State Or Municipal Govt19
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/17/2026
ADV-W filed at
—
Website
havengp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOLLEY, KENNETH, RICHARD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
HOLLEY, KENNETH, RICHARD
SINGHA, ANUJA, RAJBHANDARY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HAVENGP.COM
Rdap Domain Creation Date
2017-08-30T01:18:53Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002051846
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-01-24
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001172661-26-001677

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1146
Soi Zip Pct 200k Plus
0.0318
Soi Zip Returns 200k Plus
50
Soi Zip Total AGI
86,290
Fdic Zip Total Deposits
294,207,629,000
Fdic Zip Branch Count
396
Fdic Zip Top Banks
Truist Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
State Street4
E*trade4
U.s. Bank2
Bny Mellon2
Edgar Addresses
Mailing
191 PEACHTREE STREET, NESUITE 4100ATLANTA, GA 30303
Business
191 PEACHTREE STREET, NESUITE 4100ATLANTA, GA 30303
Edgar EIN
822571906
Edgar Recent Filings
13F-HR2026-05-12 · 0001172661-26-001677
13F-HR2026-01-26 · 0001172661-26-000303
Fdic Zip Branches Raw
First Union National Bank of GeorgiaAtlanta, GA
First Union National Bank of GeorgiaAtlanta, GA
Fdic Zip HHI
2690.97
Fdic Zip Top Bank Share Pct
35.85
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-30T01:18:53Z
Rdap Domain Last Changed
2025-08-30T18:01:48Z
Rdap Nameservers
Meg.ns.cloudflare.comTodd.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI8,931
Returns770
Stub 2
AGI12,464
Returns350
Stub 3
AGI9,773
Returns160
Soi Zip Total Business Income
1,379
Soi Zip Total Cap Gains
1,034
Soi Zip Total Dividends
2,720
Soi Zip Total Returns
1,570
Top Owner CRD
1755084
Trust Company Affiliate
No

People (3)

3
HOLLEY, KENNETH, RICHARD
IAR · Direct Owner · 37.5%
1755084
SINGHA, ANUJA, RAJBHANDARY
Direct Owner · 37.5%
4445867
KINDLAND, JASON, NMN
Direct Owner · 7.5%
6901501