HAVENCREST CAPITAL MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 287944). Regulatory assets under management: $450.7M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Matt David Shofner | PARTNER | — |
| Christopher Walter Kersey | OWNER | — |
| Kenneth Asher Hersh | MEMBER-MANAGER | — |
| Ryan Walker Panyard | CHIEF COMPLIANCE OFFICER | — |
| James R Chappel | MANAGER | — |
| Valerie Jean Dillard | MANAGER | — |
| HERSH KENNETH ASHER | LIMITED PARTNER; MEMBER-MANAGER; OWNER | — |
| O'BRIEN RICHARD J | MANAGER | — |
| KERSEY CHRISTOPHER WALTER | OWNER | — |
| SHOFNER MATT DAVID | PARTNER; PRINCIPAL | — |
| HERSH JULIE K | LIMITED PARTNER | — |
| SECO KYLE D | CHIEF COMPLIANCE OFFICER | — |
| Panyard Ryan Walker | CHIEF COMPLIANCE OFFICER | — |
| O'BRIEN RICK | MANAGER | — |
| CHAPPEL JAMES R | MANAGER | — |
| DILLARD VALERIE JEAN | MANAGER | — |
| Christopher Robert Miner | CHIEF COMPLIANCE OFFICER | — |
| Stephanie Apple Drake | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 |