Havencrest Capital Management, LLC
● SEC registered since 2022CRD 287944SEC# 801-126206Dallas, TX
Ranks #4,040 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$450.7M
Fund GAV
$450.7M
Private funds
2
Employees
14
Accounts
2
Location
Dallas, TX
Havencrest Capital Management, LLC assets under management
Havencrest Capital Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2022. It reports $450.7 million in regulatory assets under management and employs 14 people. Havencrest Capital Management, LLC manages 2 private funds with combined gross assets of $450.7 million, including Havencrest Healthcare Partners II, LP. By regulatory assets, it ranks 4,040 of 6,004 private fund managers.
Havencrest Capital Management, LLC private funds
2 funds · $450.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Havencrest Healthcare Partners II, LP | Private Equity | $332.5M | $250K |
| Havencrest Healthcare Partners, L.P. | Private Equity | $118.3M | $100K |
Havencrest Capital Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chp Management Partners, LLC | Owner | 10-25% | 2017 |
| Christopher Walter Kersey Control | Owner | 50-75% | 2017 |
| Hfi Partners, LLC | Owner | 10-25% | 2017 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Havencrest Capital Management, LLC manage?
Havencrest Capital Management, LLC reports $450.7 million in regulatory assets under management on its Form ADV.
How many private funds does Havencrest Capital Management, LLC manage?
Havencrest Capital Management, LLC manages 2 private funds with combined gross assets of $450.7 million.
How many employees does Havencrest Capital Management, LLC have?
Havencrest Capital Management, LLC reports 14 employees.
Where is Havencrest Capital Management, LLC located?
Havencrest Capital Management, LLC is based in Dallas, TX and has been SEC-registered since 2022.
Does Havencrest Capital Management, LLC disclose fund performance?
Havencrest Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2100 McKinney Ave., Suite 1760, Dallas, TX 75201 |
| Phone | 214-420-3492 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$450.7M▼ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$450.7Mregulatory AUM
Discretionary $450.7M