Haveli Investment Management provides investment advice to pooled investment vehicles called Funds. Haveli invests in gaming and software companies. Investment advice is provided directly to the Funds, not to individual investors in the Funds. Haveli takes an active approach to asset management, investing in either minority or majority ownership of Assets.
Assets Under Management$4.5B
Clients6
Advisors1
Avg. per Client$750M
Avg. per Advisor$4.5B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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