Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Havencrest Capital Management, LLC

Havencrest Capital Management, LLC

Private equity with venture activity · probableDallas, TXhavencrest.comSEC registered investment adviser

Building leading healthcare companies We are a lower middle-market private equity fund building companies that are changing the way healthcare is delivered in America.

registered adviser; venture funds are 0% of 2 private funds

Importance
30
moderate
Active deployment
4
low
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
6
low
Identity and regulatory footprint
Headquarters
Dallas, TXadviserinfo.sec.gov
Office address
2100 MCKINNEY AVE., SUITE 1760, Dallas, TX, 75201adviserinfo.sec.gov
Business phone
214-420-3492adviserinfo.sec.gov
Website
HTTP://WWW.HAVENCREST.COM
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Nov 19, 2024
Private funds reported
2 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$501Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$501Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
12
Owners on Schedule A
HFI Partners, LLC (Owner), B; CHP Management Partners, LLC (Owner), B
business phone
214-420-3492adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
enterprise software, healthcare
Stages
not stated or not yet read
Geography
austin, global, united states
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
2 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Havencrest Healthcare Partners II, LPFund · ADV: Private Equity Fund2022 adv first reportedActive deployment$346M
Nov 19, 2024
55$0Dec 15, 2021
Havencrest Healthcare Partners, L.P.Fund · ADV: Private Equity Fund2017 form d first saleHarvest$155M
Nov 19, 2024
30$138M
of $138M
Jun 27, 2018
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
21 current, 3 departed
Analyst
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Analyst
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Christopher W. Kersey
Founding Managing Partner
Managing partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Christopher Walter Kersey
Owner · since Jun 1, 2017
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
James R Chappel
Manager · since Dec 1, 2018
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Kenneth Asher Hersh
Member-Manager · since Dec 1, 2018
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Matt David Shofner
Partner · since Jun 1, 2017
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Valerie Jean Dillard
Manager · since Nov 1, 2024
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Austen P. Jeter
Vice President, Operations - Portfolio Resource Group
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Carleen L. McCarthy
Vice President, Sales and Marketing – Portfolio Resource Group
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Kelly A. Maltese
Executive Assistant
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Ryan Walker Panyard
Chief Compliance Officer · since Oct 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stephanie A. Drake
Chief Financial Officer and Chief Compliance Officer
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Jordan R. Barrett
Vice President, Business Development
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Noah J. Berestka
Senior Associate
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Sawyer P. Stratton
Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
3 departed (kept with end dates)
  • Julie K Hersh · Limited Partner · Sep 1, 1996 to Jun 18, 2024 Inference
  • Rick O'Brien · Manager · Dec 1, 2018 to Nov 19, 2024 Inference
  • Kyle D Seco · Chief Compliance Officer · Jun 1, 2017 to Oct 4, 2023 Inference
Investments on record
1 edges, 1 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Mvpdesignportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
5 relationships from shared deals, counted for the whole firm
Svoboda Capital Partners LLC 1 shared · one timeGodspeed Capital Management LP 1 shared · one timeWind Point Partners 1 shared · one timeShoreline Equity Partners, LLC 1 shared · one timeBenford Capital Partners Management, L.P. 1 shared · one time
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
11 dated events
  1. Nov 19, 2024
    Rick J O'Brien (Manager) no longer on Schedule A of Havencrest Capital Management, LLC
    Person leftPeopleInferenceRick O'BrienSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Nov 1, 2024
    Valerie Jean Dillard joined Schedule A of Havencrest Capital Management, LLC as Manager
    Person joinedPeopleFactValerie Jean DillardSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Jun 18, 2024
    Julie K Hersh (Limited Partner) no longer on Schedule A of Havencrest Capital Management, LLC
    Person leftPeopleInferenceJulie K HershSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Oct 4, 2023
    Kyle D Seco (Chief Compliance Officer) no longer on Schedule A of Havencrest Capital Management, LLC
    Person leftPeopleInferenceKyle D SecoSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Oct 1, 2023
    Ryan Walker Panyard joined Schedule A of Havencrest Capital Management, LLC as Chief Compliance Officer
    Person joinedPeopleFactRyan Walker PanyardSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 30, 2022
    Havencrest Healthcare Partners II, LP first reported on Form ADV by Havencrest Capital Management, LLC (Private Equity Fund), GAV $241,020,408
    Fund first reported on Form ADVFundsFactHavencrest Healthcare Partners II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Dec 1, 2018
    James R Chappel joined Schedule A of Havencrest Capital Management, LLC as Manager
    Person joinedPeopleFactJames R ChappelSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Dec 1, 2018
    Rick O'Brien joined Schedule A of Havencrest Capital Management, LLC as Manager
    Person joinedPeopleFactRick O'BrienSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Aug 11, 2017
    Havencrest Healthcare Partners, L.P. first reported on Form ADV by Havencrest Capital Management, LLC (Private Equity Fund), GAV $96,900,000
    Fund first reported on Form ADVFundsFactHavencrest Healthcare Partners, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Aug 11, 2017
    Havencrest Capital Management, LLC first filed Form ADV (ERA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Jun 1, 2017
    Kyle D Seco joined Schedule A of Havencrest Capital Management, LLC as Chief Compliance Officer
    Person joinedPeopleFactKyle D SecoSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 2 private funds
Evidence
47 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserNov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2017-08-11Nov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-11-19Nov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Nov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone214-420-3492Nov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://havencrest.com/app/plugins/contact-form-7/includes/css/styles.css
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionBuilding leading healthcare companies We are a lower middle-market private equity fund building companies that are changing the way healthcare is delivered in America.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionBuilding leading healthcare companies We are a lower middle-market private equity fund building companies that are changing the way healthcare is delivered in America.
“meta description”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees12Nov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersDallas, TXNov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address2100 MCKINNEY AVE., SUITE 1760, Dallas, TX, 75201Nov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://havencrest.com/investments/
“1 entries read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://havencrest.com/investments/
“1 entries read”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported2Nov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$501MNov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$501MNov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyaustin,global,united states
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyaustin,global,united states
“geography words on the home page”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsenterprise_software,healthcare
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsenterprise_software,healthcare
“sector words on the home page”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://havencrest.com/team/
“15 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://havencrest.com/team/
“15 name/title pairs read”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Nov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.HAVENCREST.COMNov 19, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleHavencrest Capital Management
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleHavencrest Capital Management
“title tag”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)