# HAVENCREST CAPITAL MANAGEMENT, LLC

HAVENCREST CAPITAL MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 287944
- Type: SEC-registered investment adviser
- SEC file number: 801-126206
- Location: 2100 MCKINNEY AVE., SUITE 1760, DALLAS, TX, 75201
- Phone: 214-420-3492
- Latest filing: 2026-05-15
- Regulatory AUM: $450.7M
- Discretionary AUM: $450.7M
- Clients: 14
- Accounts: 2

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| [Matt David Shofner](https://search.stillhousedata.com/person/710749) | PARTNER | — |
| [Christopher Walter Kersey](https://search.stillhousedata.com/person/710750) | OWNER | — |
| [Kenneth Asher Hersh](https://search.stillhousedata.com/person/710751) | MEMBER-MANAGER | — |
| [Ryan Walker Panyard](https://search.stillhousedata.com/person/710752) | CHIEF COMPLIANCE OFFICER | — |
| [James R Chappel](https://search.stillhousedata.com/person/710753) | MANAGER | — |
| [Valerie Jean Dillard](https://search.stillhousedata.com/person/710754) | MANAGER | — |
| [HERSH KENNETH ASHER](https://search.stillhousedata.com/person/756453) | LIMITED PARTNER; MEMBER-MANAGER; OWNER | — |
| [O'BRIEN RICHARD J](https://search.stillhousedata.com/person/797561) | MANAGER | — |
| [KERSEY CHRISTOPHER WALTER](https://search.stillhousedata.com/person/823850) | OWNER | — |
| [SHOFNER MATT DAVID](https://search.stillhousedata.com/person/870230) | PARTNER; PRINCIPAL | — |
| [HERSH JULIE K](https://search.stillhousedata.com/person/870231) | LIMITED PARTNER | — |
| [SECO KYLE D](https://search.stillhousedata.com/person/870232) | CHIEF COMPLIANCE OFFICER | — |
| [Panyard Ryan Walker](https://search.stillhousedata.com/person/876630) | CHIEF COMPLIANCE OFFICER | — |
| [O'BRIEN RICK](https://search.stillhousedata.com/person/883860) | MANAGER | — |
| [CHAPPEL JAMES R](https://search.stillhousedata.com/person/883861) | MANAGER | — |
| [DILLARD VALERIE JEAN](https://search.stillhousedata.com/person/883929) | MANAGER | — |
| [Christopher Robert Miner](https://search.stillhousedata.com/person/998185) | CHIEF COMPLIANCE OFFICER | — |
| [Stephanie Apple Drake](https://search.stillhousedata.com/person/1570135) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| HAVENCREST HEALTHCARE PARTNERS II, LP | Private Equity Fund | Delaware | 57 | $332.5M | $250K |
| HAVENCREST HEALTHCARE PARTNERS, L.P. | Private Equity Fund | Delaware | 30 | $118.3M | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287944/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287944/similar
- Related entities: https://search.stillhousedata.com/firm/287944/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287944

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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.