Truehaven Capital, LLC
● SEC registered since 2024CRD 332005SEC# 801-130726Franklin, TN
Ranks #5,804 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$62.3M
Fund GAV
$4.4M
Private funds
3
Employees
2
Accounts
89
Location
Franklin, TN
About Truehaven Capital
TrueHaven Capital is a fee-only family office offering family-office services, alternative strategies, hedged approaches, and ETF portfolios. It aims to make wealth decisions simpler while coordinating investment and planning needs around each client's circumstances.
Summary based on the firm’s website.
Truehaven Capital, LLC assets under management
Truehaven Capital, LLC is an investment advisory firm registered with the SEC based in Franklin, TN. The firm has been registered since 2024. It reports $62.3 million in regulatory assets under management and employs 2 people. Truehaven Capital, LLC manages 3 private funds with combined gross assets of $4.4 million, including Truehaven SPV LLC - Series 1. By regulatory assets, it ranks 5,804 of 5,980 private fund managers.
Truehaven Capital, LLC private funds
3 funds · $4.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Truehaven SPV LLC - Series 1 | Securitized Asset | $2M | $100K |
| Allocations Funds LLC - Series 31 | Securitized Asset | $1.3M | $150K |
| Truehaven SPV LLC - Series 2 | Securitized Asset | $1.1M | $100K |
Truehaven Capital, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Micah John Wakefield Control | Ceo/Cco | Over 75% | 2022 |
Frequently asked questions
How much does Truehaven Capital, LLC manage?
Truehaven Capital, LLC reports $62.3 million in regulatory assets under management on its Form ADV.
How many private funds does Truehaven Capital, LLC manage?
Truehaven Capital, LLC manages 3 private funds with combined gross assets of $4.4 million.
How many employees does Truehaven Capital, LLC have?
Truehaven Capital, LLC reports 2 employees.
Where is Truehaven Capital, LLC located?
Truehaven Capital, LLC is based in Franklin, TN and has been SEC-registered since 2024.
Does Truehaven Capital, LLC disclose fund performance?
Truehaven Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1201 Liberty Pike, Suite 229 #1013, Franklin, TN 37067 |
| Phone | 210-260-8668 |
| Office hours | 9 - 5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$62.3M▼ 47%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,389 advisers
AUM vs fund managersTop 97%
Larger than 3% of 5,980 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$62.3Mregulatory AUM
Discretionary $42.4MNon-discretionary $19.9M
Service providers
Auditor
Custodian
Administrator