DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
HAVEN GLOBAL PARTNERS, LLC Registered adviser · RIA / Wealth · 801-120377 Also on Independent Sponsors | ATLANTA, | $1.4B | 1 | 1 | 2017 | |||
| ORLANDO, | $428M | 6 | 2023 | |||||
| Palo Alto, | $51.0M | 1 | 2 | 2 | 2022 | |||
| New York, | $221M | 2 | ||||||
HAVEN CAPITAL GROUP Registered adviser · RIA / Wealth · matched HAVEN CAPITAL GROUP, INC. · 801-130171 | WESTLAKE VILLAGE, | $144M | 1 | 2012 | ||||
| GREENWICH, | $107M | 2018 | ||||||
| AUSTIN, | $108M | 2026 | ||||||
HAVEN CAPITAL Registered adviser · RIA / Wealth · matched HAVEN CAPITAL MANAGEMENT GROUP, LLC · 801-78567 | ATLANTA, | $35.0M | 2013 | |||||
| GREENWICH, | $16.4M | 2021 | ||||||
| CHARLOTTE, | $5.4M | 1 | 1 | 2025 | ||||
| VIRGINIA BEACH, | $7.6M | 2026 | ||||||
Belpointe Asset Management LLC Manager · RE funds · matched Haven Financial Advisors, LLC Also on RIA / Wealth Management | · probable Unsized | Reno, | 1 | 11 | 2017 | |||
| Pontiac, | 103 | |||||||
| 1 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.