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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
About Haven Private
Haven Private LLC is an employee-owned, fiduciary advisory firm providing customized wealth and investment advice for client families, including business owners and entrepreneurs, executives, entertainers, and athletes. The firm emphasizes personalized service, account transparency, and up-to-date reporting, and supports portfolio construction, asset allocation, and risk management across public funds/ETFs and fixed income. Uses platforms such as Black Diamond and works with custodians like Schwab.
Team overview
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Owner & Executives
MARC R ANGLE
Chief Executive Officer
- CRD
- #5713710
- Ownership
- Less than 5%
STACEY LYNEL COLE
Chief Compliance Officer, Managing Director, Wealth Advisor
- CRD
- #7223460
- Ownership
- Less than 5%
Momentum foundation
Alpha timber alpha
- CRD
- #99900
- Ownership
- 1.5%
Showing 2 of 4 owners & executives
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CHRISTOPHER GRAHAM CALISE
--
- CRD
- #6290698
James Jacob Oswald
Director
- CRD
- #7364290
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $428,078,706 | $625,846 |
| Non-Discretionary | $0 | -- |
| Total | $428,078,706 | $625,846 |
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Separately Managed Accounts
Total SMA Asset: $428,078,706
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $272,749,080 | 18.7% |
| Equity - Exchange | $351,510,846 | 24.1% |
| Other | $350,052,295 | 24.0% |
| Cash | $163,357,738 | 11.2% |
| Municipal Bonds | $237,743,850 | 16.3% |
| U.S. Government/Agency | $83,137,420 | 5.7% |
| Total | $1,458,551,229 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON RADIAL | NORTH RADIAL | YLOAE4TT6 | RFP | 6.93% | $91,912,803 |
| OPTIMA RIDGE | FRONTIER NORTH | EOLDXYSBM | CGD | 2.03% | $86,189,788 |
| FOUNDATION VERTEX | RADIAL MOMENTUM | J1YLIPHPL | TJPBY | 1.16% | $79,433,223 |
| MERIDIAN CREST | SIGNAL ZENITH | K8M4WNUV8 | FESQZ | 5.55% | $87,674,901 |
| NORTH VECTOR FOCUS | FOUNDATION CATALYST | O7XK3K3BQ | QRGWJ | 7.87% | $68,644,679 |
| HORIZON BEACON | VECTOR PATHWAY | NHKMQTP7J | FCX | 2.95% | $76,242,208 |
| WAVE ALPHA SIGNAL | HARBOR LEGACY | OAJZ8UYQF | QWRV | 11.60% | $111,388,592 |
| MOMENTUM FOUNDATION MOMENTUM | HORIZON MOMENTUM | K6SK5A31L | SPK | 10.90% | $107,840,096 |