NORTH HAVEN FINANCIAL LLC

NORTH HAVEN FINANCIAL LLC is an SEC-registered investment adviser (CRD 283057). Regulatory assets under management: $36.4M.

Registration

• CRD: 283057
• Type: Registered investment adviser
• Phone: 207-220-1639
• Latest filing: 2026-02-24
• Regulatory AUM: $36.4M
• Discretionary AUM: $36.4M
• Clients: 2
• Accounts: 129

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283057 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search