HAVELI INVESTMENT MANAGEMENT LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 316470). Regulatory assets under management: $6.0B.
Compensation: % of AUM, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Brian N Sheth | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER; TRUSTEE | San Francisco, CA |
| Della Patrice Richardson | CHIEF COMPLIANCE OFFICER AND DEPUTY GENERAL COUNSEL | — |
| Jason Lamont Mathews | CHIEF OPERATING OFFICER | — |
| Nora Cappellini | CHIEF FINANCIAL OFFICER | — |
| SHETH JAGDISH N | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| COHEN LAUREN H | MANAGING DIRECTOR | — |
| RICHARDSON DELLA PATRICE | CHIEF COMPLIANCE OFFICER AND DEPUTY GENERAL COUNSEL | — |
| MATHEWS JASON LAMONT | CHIEF OPERATING OFFICER | — |
| CAPPELLINI NORA | SVP OF FINANCE & CONTROLLER | — |