PZ
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Patrick Zielbauer

Charlotte, NC
1 Disclosure

Patrick Zielbauer is a registered investment advisor at Haven Capital Advisors, LLC, based in Charlotte, NC. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 1 clients with $5.4M in assets under management.

Compensation
N/A
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$5.4M average
Assets Under Management
$5.4M

Fee Structure

Investment management only (planning not offered)

Haven Capital Advisors does not charge a fixed annual management fee based on the value of your portfolio. Instead, the firm charges performance-based compensation calculated as a percentage of the investment income generated by the private fund. The standard agreement allows Haven Capital Advisors to receive up to 50% of the investment income, though actual terms can be negotiated based on capital committed and other factors. Performance fees are assessed monthly after meeting agreed-upon hurdle rates or return thresholds. In addition to performance fees, investors are responsible for blockchain network transaction costs, custodian fees, and other third-party expenses associated with the fund.

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Location

15720 Brixham Hill Ave, Ste 300, Charlotte, NC, 28277

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History

Regulatory History (1)
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Regulatory
June 2020
Final
Employment History
Current Registrations
Haven Capital Advisors, LLC
August 2026 - Present · 2 mos
State Registrations2 states
NCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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