Havenshare Financial, LLC
● SEC registered since 2015CRD 167236SEC# 801-88172
Reg. AUM
$670.5M
Employees
3
Accounts
16
Location
—
Havenshare Financial, LLC assets under management
Havenshare Financial, LLC is an SEC-registered investment adviser. The firm has been registered since 2015. It reports $670.5 million in regulatory assets under management and employs 3 people.
Havenshare Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Arya Hamid-Khani Control | Partner | 25-50% | 2021 |
| James Christopher Dance Control | Managing Member; Chief Compliance Officer | 50-75% | 2013 |
Frequently asked questions
How much does Havenshare Financial, LLC manage?
Havenshare Financial, LLC reports $670.5 million in regulatory assets under management on its Form ADV.
How many employees does Havenshare Financial, LLC have?
Havenshare Financial, LLC reports 3 employees.
Does Havenshare Financial, LLC disclose fund performance?
Havenshare Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 214-562-3390 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$670.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$670.5Mregulatory AUM
Discretionary $48.7MNon-discretionary $621.8M