$121.5M Total AUM
$113.0M Disc. AUM
-- 3Y CAGR
2 Employees
206 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- ElementRadial alpha +more
- Established Date
- 10-18-2006
- Office Locations
- 1
Office Locations
312 West State Street Suite 112 Geneva IL
About Blue Haven Capital, LLC
Blue Haven Capital, LLC is a fiduciary investment adviser serving individuals and institutions with a personal, cost-conscious approach to portfolio management and financial planning. The team builds diversified allocations using public funds and ETFs alongside fixed income (including government/agency, investment-grade and municipal bonds), and provides guidance on estate-related needs. Custody includes Charles Schwab.
Team overview
59 AVG AGE
$60.8M AVG AUM / ADVISOR
$589.8K AVG AUM / CLIENT
14.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
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Asset Classes
Focus optima Crest Beacon Vector Peak summit Delta
Client Personas
Vector north Glacier
Custodian
Signal crest Matrix ember Catalyst element Insight wave Zenith Alpha summit
Investment Themes
Signal value North pathway Legacy capital
Investment Vehicles
Horizon crest Vector Legacy unison Vertex ember
Services
Momentum Eagle Foundation Wave
Technology
Signal Summit Ridge momentum
Owner & Executives
D
DONALD BRACE CUMMINGS JR
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #1882353
- Ownership
- 75% or more
(489) 424-5842
wave.harbor@momentumcapital.com
in linkedin.com/in/element-delta
Showing 1 of 1 owners & executives
Unlock allContacts
Kevin Douglas Kleinman
Financial Advisor
- CRD
- #6895179
(906) 341-7698
signal.bridge@vectorcapital.com
in linkedin.com/in/matrix-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,000,000 | $311,295 |
| Non-Discretionary | $8,500,000 | $653,846 |
| Total | $121,500,000 | $323,138 |
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Separately Managed Accounts
Total SMA Asset: $121,500,000
Public Funds:
9.3% U.S. Government/Agency:
10.2% Corporate - Investment Grade:
18.3% Equity - Exchange:
7.3% Cash:
15.4% Municipal Bonds:
15.4% Derivatives:
9.3% Other:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $164,532,856 | 9.3% |
| U.S. Government/Agency | $180,455,390 | 10.2% |
| Corporate - Investment Grade | $323,758,200 | 18.3% |
| Equity - Exchange | $129,149,446 | 7.3% |
| Cash | $272,452,256 | 15.4% |
| Municipal Bonds | $272,452,256 | 15.4% |
| Derivatives | $164,532,856 | 9.3% |
| Other | $261,837,234 | 14.8% |
| Total | $1,769,170,494 | 100.0% |