# HAVENSHARE FINANCIAL, LLC

HAVENSHARE FINANCIAL, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 167236
- Type: SEC-registered investment adviser
- SEC file number: 801-88172
- Phone: 214-562-3390
- Latest filing: 2026-04-01
- Regulatory AUM: $670.5M
- Discretionary AUM: $48.7M
- Non-discretionary AUM: $621.8M
- Clients: 3
- Accounts: 16

## Business model

- Compensation: Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| James Christopher Dance | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| Benjamin Arya Hamid-Khani | PARTNER | — |
| DANCE JAMES CHRISTOPHER | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| HAMID-KHANI BENJAMIN Arya | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167236/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167236/similar
- Related entities: https://search.stillhousedata.com/firm/167236/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167236

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.