# HAVELI INVESTMENT MANAGEMENT LLC

HAVELI INVESTMENT MANAGEMENT LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 316470
- Type: SEC-registered investment adviser
- SEC file number: 801-123111
- Location: 405 COLORADO STREET, AUSTIN, TX, 78701
- Phone: 512-987-7314
- Latest filing: 2026-08-03
- Regulatory AUM: $6.0B
- Discretionary AUM: $6.0B
- Clients: 51
- Accounts: 6

## Business model

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

## Officers, owners & control persons (9)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316470/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316470/similar
- Related entities: https://search.stillhousedata.com/firm/316470/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316470

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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.