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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

FAIR HAVEN PARTNERS, LLC

FH PARTNERS, LLC, CRD 155308

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e9d9fd96-4641-6586-2bac-9fe66ee6a73b

Data as of Mar 16, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 22, 2012 to Mar 16, 2016
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Fair Haven Partners, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $105MItem 5.F on the latest filing (2016-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $80.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Accounts: 16
SEC number: 801-72042
CRD: 155308
Filings on the tape: 9
First filed: Mar 22, 2012
Latest filed: Mar 16, 2016
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAFFREY, EDWARD, JOSEPH	Member	D	yes	11/1994	Mar 22, 2012	Mar 16, 2016
SHEVITZ, MARK	MEMBER CHIEF COMPLIANCE OFFICER	D	yes	11/1994	Mar 22, 2012	Mar 16, 2016

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 16, 2016	$105M	$80.0M	3	2	n/a	n/a	n/a
2014	Mar 19, 2015	$130M	$130M	3	2	n/a	n/a	n/a
2013	Mar 10, 2014	$138M	$138M	3	2	n/a	n/a	n/a
2012	Mar 19, 2013	$180M	$180M	5	2	n/a	n/a	n/a
2011	Mar 22, 2012	$160M	$160M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$105M	$130M	-19.2%	$180M	-16.4%	3	3	n/a	n/a

Relationships

Controls (2)

← SHEVITZ, MARKOwnerMEMBER CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 22, 2012 to presentfactForm ADV
← CAFFREY, EDWARD, JOSEPHOwnerMEMBER, ownership code D, individual
Mar 22, 2012 to presentfactForm ADV

Dated events

Occurred
Jul 24, 2015
Succession filed (Item 4)
Fair Haven Partners, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9d9fd96-4641-6586-2bac-9fe66ee6a73b
First observed: Mar 22, 2012
Last observed: Mar 16, 2016 128 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FAIR HAVEN PARTNERS, LLC

FH PARTNERS, LLC, CRD 155308

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e9d9fd96-4641-6586-2bac-9fe66ee6a73b

Data as of Mar 16, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAFFREY, EDWARD, JOSEPH

Member

yes

11/1994

Mar 22, 2012

Mar 16, 2016

SHEVITZ, MARK

MEMBER CHIEF COMPLIANCE OFFICER

yes

11/1994

Mar 22, 2012

Mar 16, 2016

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 16, 2016

$105M

$80.0M

n/a

2014

Mar 19, 2015

$130M

n/a

2013

Mar 10, 2014

$138M

n/a

2012

Mar 19, 2013

$180M

n/a

2011

Mar 22, 2012

$160M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$105M

$130M

-19.2%

$180M

-16.4%

n/a