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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2024
- Office Locations
- 2
Office Locations
About Stronghaven Capital LLC
StrongHaven Capital (dba StrongHaven Family Office) provides values-based wealth stewardship and open-architecture asset management for founders, entrepreneurs, executives, and families seeking intentional, impact-oriented planning. Offerings include an “Human Office” style service for complex family/enterprise needs and support across financial planning, estate planning, and business succession. Custody includes Charles Schwab and LPL Financial.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS MARK IBSEN
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2146923
- Ownership
- 50% but less than 75%
BRIAN PATRICK MIDTBO
Managing Member
- CRD
- #2787118
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Caitlyn Foster
Financial Operations Associate
- CRD
- --
THOMAS MARK IBSEN
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2146923
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,022,192 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,022,192 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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