RIA Intel›Advisers›Texas›HAVELI INVESTMENT MANAGEMENT LLC

HAVELI INVESTMENT MANAGEMENT LLC

Advisory

N·AUSTIN, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$6.0B
1-Year AUM Growth
+350.7%
3-Year CAGR
+3.9%
Employees
35
Assets Under Management
Total AUM$6.0B
Discretionary AUM$6.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees35
Investment Advisers51
Employee Growth (1Y)+41.7%
Filing History
Total Filings on Record11
First FilingDec 22, 2021
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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