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Haven Asset Management (interval Funds) LLC

Headquartered in GREENWICH, CT

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Firm Information

Haven Asset Management (interval Funds) LLC is an investment advisor based in Greenwich, CT. The firm primarily manages assets for investment companies, with $16,417,058 in regulatory assets under management. The firm does not participate in wrap fee programs.

Haven Asset Management (interval Funds) LLC

537 STEAMBOAT ROAD

GREENWICH, CT 06830-7153

$16.42M

Assets Under Management

1

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Disclosures

There are no public disclosures for Haven Asset Management (interval Funds) LLC.

Frequently Asked Questions (5)

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