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Haven Private, LLC
Haven Private, LLC is an SEC-registered independent investment advisory and wealth management firm headquartered in Orlando, FL. Established to serve successful individuals, families, businesses, and institutions, Haven Private specializes in tailored financial planning, investment management, estate and tax planning, and private banking solutions. The team is comprised of professionals with diverse financial and industry expertise, collectively offering more than a century of experience. Their clientele includes entrepreneurs, executives, wealthy families, entertainers, influencers, and athletes. The firm upholds a strict fiduciary standard and is led by CEO and founding partner Marc Angle. Employee count ranges from roughly 7 to 50, based on public sources. Haven Private was founded by professionals with backgrounds in both major wealth institutions and the military, emphasizing stability, discretion, and customized service.
Investment Strategy
Haven Private provides comprehensive, personalized wealth management solutions, focusing on holistic family balance sheet planning which covers not only managed assets but also wealth held elsewhere, business ventures, real estate, and philanthropic interests. Their investment approach is fully customized; they do not use set portfolio models, instead designing portfolios tailored to each client's goals, needs, and tax situation. The firm places significant emphasis on tax minimization and efficient estate transfer, risk management, and education of future generations, coordinating strategy with legal and tax professionals and providing ongoing, fiduciary-based advice to optimize and preserve family wealth for current and future generations.
Latest 13F Filing Activity
Haven Private, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions with a total 13F market value of $226M. The fund increased holdings in Wisdomtree TR, Apple Inc., Legg Mason Etf Invt among other positions. Haven Private, LLC reduced exposure to Invesco QQQ TR, American Centy Etf TR, Vaneck Etf Trust among others.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MUST | COLUMBIA ETF TR I | 7.33% | $16.5M | 821,593 | $20.28 | $20.12 | +$216.3K |
U USFR | WISDOMTREE TR | 5.84% | $13.2M | 261,883 | $50.32 | $50.31 | +$9.2M |
B BIZD | VANECK ETF TRUST | 4.46% | $10.1M | 618,099 | $16.63 | $16.28 | +$26.9K |
A AAPL | APPLE INC | 3.49% | $7.9M | 38,401 | $219.03 | $205.17 | +$5.2M |
I IFRA | ISHARES TR | 2.85% | $6.4M | 130,774 | $46.27 | $49.19 | -$898.2K |
Industry Allocation
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